| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vantage Point Financial LLC Vantage Point Financial LLC | 38,205 | $706,557.96 | $700,205.96 | -$6,352 | -0.9% |
VestGen Advisors LLC VestGen Advisors LLC | 126,728 | $2.36M | $2.32M | -$43,736.68 | -1.85% |
Grant Reeves CVFG LLC | 574,819 | $10.73M | $10.53M | -$191,572 | -1.79% |
Bradley Wilson Crews Bank & Trust | 14,000 | $257,844.54 | $256,270 | -$1,574.54 | -0.61% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 28,810 | $541,950.24 | $528,018.16 | -$13,932.08 | -2.57% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 83,425 | $1.53M | $1.53M | -$8,660.11 | -0.56% |
| TW Travis Weitz Unified Investment Management | 69,444 | $1.28M | $1.27M | -$2,536.43 | -0.2% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 174,990 | $3.23M | $3.2M | -$25,894.95 | -0.8% |
| AA Alvin Anton Summit Investment Advisors Inc. | 23,980 | $441,228.86 | $438,953.9 | -$2,274.96 | -0.52% |
| CS Corrie Scoby Coordinated Financial Services Inc. | 37,198 | $690,239.6 | $681,653.35 | -$8,586.25 | -1.24% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 17,521 | $326,949.04 | $320,196.27 | -$6,752.77 | -2.07% |
Rossby Financial LLC Rossby Financial LLC | 1,405 | $26,115.76 | $25,718.52 | -$397.24 | -1.52% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 2,400 | $44,304.38 | $43,932 | -$372.38 | -0.84% |
Headland Capital LLC Headland Capital LLC | 1.02M | $19.23M | $18.73M | -$499,770.82 | -2.6% |
Wilkins Miller Wealth Management LLC Wilkins Miller Wealth Management LLC | 327,532 | $6.03M | $6M | -$30,236.84 | -0.5% |
Tim Thomas Members Wealth LLC | 10,805 | $203,782.76 | $197,839.55 | -$5,943.21 | -2.92% |
Candy Palugi Claris Financial LLC | 11,515 | $216,879.98 | $211,012.37 | -$5,867.61 | -2.71% |
Clark Asset Management LLC Clark Asset Management LLC | 1.41M | $26.16M | $25.76M | -$399,220.1 | -1.53% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 380,738 | $7.08M | $6.97M | -$111,488.6 | -1.57% |
Anna Christine Golden Reserve Retirement LLC | 47,971 | $896,648.62 | $878,109.15 | -$18,539.47 | -2.07% |