| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 19,153 | $389,696.1 | $387,177.89 | -$2,518.21 | -0.65% |
Matthew Richmond Richmond Investment Services, LLC | 50,126 | $1.03M | $1.01M | -$13,366.46 | -1.3% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 59,370 | $1.22M | $1.2M | -$16,920.74 | -1.39% |
Taryn Anderson YANKCOM Partnership | 22,738 | $460,062.02 | $459,762.36 | -$299.66 | -0.07% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 22,781 | $467,377.02 | $460,631.82 | -$6,745.2 | -1.44% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 81,973 | $1.66M | $1.66M | -$2,660.29 | -0.16% |
| PS Paula Spurgeon BankPlus Trust Department | 8,151 | $166,863.23 | $164,690.95 | -$2,172.28 | -1.3% |
Maggie Hartness Legacy Wealth Management LLC / MS | 45,795 | $940,816.55 | $925,745.92 | -$15,070.63 | -1.6% |
Vantage Point Financial LLC Vantage Point Financial LLC | 43,730 | $881,169.05 | $884,552.95 | $3,383.9 | 0.38% |
VestGen Advisors LLC VestGen Advisors LLC | 145,571 | $2.97M | $2.94M | -$30,047.52 | -1.01% |
Grant Reeves CVFG LLC | 484,120 | $9.89M | $9.79M | -$94,073.51 | -0.95% |
Bradley Wilson Crews Bank & Trust | 18,065 | $364,188.56 | $365,003.32 | $814.76 | 0.22% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 26,330 | $541,724.53 | $532,592.71 | -$9,131.82 | -1.69% |
| FLP Financial Life Planners Financial Life Planners | 47,815 | $963,235.48 | $966,102.07 | $2,866.59 | 0.3% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 11,087 | $225,787 | $224,123.7 | -$1,663.3 | -0.74% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 76,741 | $1.55M | $1.55M | $912.7 | 0.06% |
| TW Travis Weitz Unified Investment Management | 35,690 | $720,057.28 | $721,830.25 | $1,772.97 | 0.25% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 8,239 | $166,061.51 | $166,551.38 | $489.87 | 0.29% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 146,217 | $2.96M | $2.96M | -$1,250.9 | -0.04% |
| AA Alvin Anton Summit Investment Advisors Inc. | 29,270 | $592,755.22 | $591,400.35 | -$1,354.87 | -0.23% |