| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Sayre Shared Vision Wealth Group LLC | 4,731 | $217,387 | $209,039.23 | -$8,347.77 | -3.84% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 49,531 | $2.26M | $2.19M | -$73,829.71 | -3.27% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 200 | $9,231.82 | $8,837 | -$394.82 | -4.28% |
Carmen McClennon WR Wealth Planners, LLC | 53 | $2,508 | $2,343.13 | -$164.87 | -6.57% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 9,067 | $418,180.41 | $399,764.03 | -$18,416.38 | -4.4% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 255,804 | $11.77M | $11.3M | -$465,773.22 | -3.96% |
Erik Bonnett Tripletail Wealth Management LLC | 2,083 | $95,713.85 | $91,985.28 | -$3,728.57 | -3.9% |