| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 31,017 | $1.35M | $1.3M | -$52,728.9 | -3.91% |
David Kennon David Kennon Inc | 24,427 | $1.03M | $1.02M | -$13,912.51 | -1.35% |
Stephen Cheifetz Kades & Cheifetz LLC | 9,070 | $389,284 | $378,309.7 | -$10,974.3 | -2.82% |
Christopher Casanega Sharper & Granite LLC | 71,391 | $3.07M | $2.98M | -$93,103.36 | -3.03% |
Jill Batley Gateway Wealth Partners LLC | 21,061 | $915,117.53 | $877,506.56 | -$37,610.97 | -4.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,191 | $530,959.57 | $505,195.04 | -$25,764.53 | -4.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,680 | $1.55M | $1.49M | -$63,159.26 | -4.07% |
Benj Foor Frazier Financial Advisors, LLC | 3,627 | $159,660.83 | $151,209.63 | -$8,451.2 | -5.29% |
United Advisor Group LLC United Advisor Group, LLC | 6,757 | $293,326.22 | $281,597.97 | -$11,728.25 | -4% |
Joshua Stipcich Tidemark, LLC | 500 | $22,009.69 | $20,855 | -$1,154.69 | -5.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,889 | $215,156.4 | $203,431.29 | -$11,725.11 | -5.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,801 | $165,828.9 | $158,535.91 | -$7,292.99 | -4.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 251,297 | $11.04M | $10.41M | -$626,720.59 | -5.68% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 6,265 | $272,346.5 | $261,751.7 | -$10,594.8 | -3.89% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,727 | $632,082.96 | $614,704.98 | -$17,377.98 | -2.75% |
Janice M. Powell Diversify Advisory Services, LLC | 18,326 | $785,800 | $765,018.87 | -$20,781.13 | -2.64% |
Beth Steinhaus Breakwater Investment Management | 2,675 | $115,137.18 | $111,520.75 | -$3,616.43 | -3.14% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 18,326 | $795,329.34 | $765,110.5 | -$30,218.84 | -3.8% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,623 | $114,055 | $109,418.44 | -$4,636.56 | -4.07% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 19,900 | $868,060.98 | $830,427 | -$37,633.98 | -4.34% |