| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 146,416 | $7.6M | $7.42M | -$174,957.88 | -2.3% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 2,093 | $109,548 | $106,115.1 | -$3,432.9 | -3.13% |
Josephine Lee New Insight Wealth Advisors | 60,052 | $3.14M | $3.04M | -$99,386.38 | -3.16% |
DAVID REICHERT Atlatl Advisers LLC | 29,839 | $1.56M | $1.51M | -$42,866.37 | -2.76% |
Kelly Financial Services LLC Kelly Financial Services LLC | 346,715 | $18.2M | $17.6M | -$602,620.22 | -3.31% |
David Millar Gen-Wealth Partners Inc | 10,745 | $566,486.38 | $544,610.32 | -$21,876.06 | -3.86% |
Jade Eagles WEALTHGARDEN F.S. LLC | 8,396 | $443,047.46 | $426,138.98 | -$16,908.48 | -3.82% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 12,852 | $679,267.16 | $651,927.98 | -$27,339.18 | -4.02% |
Jay Kasting Landing Point Financial Group, LLC | 121,147 | $6.34M | $6.14M | -$198,677.09 | -3.13% |
Wesley W. Melbrod M Wealth Management, LLC | 8,403 | $426,789 | $426,248.9 | -$540.1 | -0.13% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 82,291 | $4.29M | $4.18M | -$112,426.77 | -2.62% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 26,069 | $1.37M | $1.32M | -$49,465.74 | -3.61% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 146,416 | $7.65M | $7.42M | -$225,471.23 | -2.95% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 22,227 | $1.17M | $1.13M | -$41,804.52 | -3.58% |
Carmen McClennon WR Wealth Planners, LLC | 1,493 | $79,920.52 | $75,690.32 | -$4,230.2 | -5.29% |
Chris Bulman Inc. Chris Bulman Inc | 4,269 | $225,243.68 | $216,673.09 | -$8,570.59 | -3.81% |
David Van Overeem RMR Capital Management, LLC | 62,992 | $3.29M | $3.19M | -$101,190.69 | -3.07% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 10,391 | $540,529 | $526,823.7 | -$13,705.3 | -2.54% |
| TAL TPG Advisors LLC TPG Advisors LLC | 10,237 | $535,804.29 | $519,015.9 | -$16,788.39 | -3.13% |
Heather Fowler A4 Wealth Advisors LLC | 28,975 | $1.53M | $1.47M | -$64,319.8 | -4.19% |