| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandt Sakakeeny Rockingstone Advisors LLC | 3,000 | $290,700 | $286,140 | -$4,560 | -1.57% |
Henry Pizzutello HFG Wealth Management, LLC | 3,806 | $375,967.08 | $363,016.28 | -$12,950.8 | -3.44% |
Grant Carroll Strategic Financial Partners, Ltd. | 103,542 | $10.25M | $9.88M | -$368,478.56 | -3.6% |
Brett Upper Tide Cove Capital Partners LLC | 151,241 | $14.52M | $14.42M | -$105,928.44 | -0.73% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 13,048 | $1.29M | $1.24M | -$52,682.2 | -4.09% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 156,611 | $15.51M | $14.94M | -$565,054.6 | -3.64% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,280 | $221,954.69 | $217,352.4 | -$4,602.29 | -2.07% |
Kings Path Partners LLC Kings Path Partners LLC | 2,372 | $231,344.73 | $225,944.86 | -$5,399.87 | -2.33% |
| FFL Farrell Financial LLC Farrell Financial LLC | 4,367 | $431,219.55 | $416,524.46 | -$14,695.09 | -3.41% |
Andrew Bowers BridgePort Financial Solutions, LLC | 12,848 | $1.27M | $1.23M | -$46,499.91 | -3.65% |
Carmen McClennon WR Wealth Planners, LLC | 561 | $54,944.25 | $53,502.57 | -$1,441.68 | -2.62% |
Chris Bulman Inc. Chris Bulman Inc | 19,594 | $1.94M | $1.87M | -$65,089.27 | -3.36% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 9,820 | $960,551.96 | $936,631.6 | -$23,920.36 | -2.49% |
Scott Geppert Stonekeep Investments, LLC | 37,462 | $3.72M | $3.57M | -$144,409.1 | -3.88% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 24,905 | $2.47M | $2.37M | -$91,647.11 | -3.72% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 2,342 | $227,380.57 | $222,068.44 | -$5,312.13 | -2.34% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 2,218 | $220,157.4 | $211,552.84 | -$8,604.56 | -3.91% |
| TAL TPG Advisors LLC TPG Advisors LLC | 96,749 | $9.48M | $9.23M | -$256,238.26 | -2.7% |
Eric Schmid Ted Buchan & Co | 277,977 | $27.33M | $26.52M | -$804,435.08 | -2.94% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 4,892 | $484,210 | $466,745.72 | -$17,464.28 | -3.61% |