| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 131,647 | $2.67M | $2.61M | -$66,895.52 | -2.5% |
| CS Corrie Scoby Coordinated Financial Services Inc. | 34,067 | $695,659.7 | $675,037.6 | -$20,622.1 | -2.96% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 120,571 | $2.47M | $2.39M | -$87,415.76 | -3.53% |
Wilkins Miller Wealth Management LLC Wilkins Miller Wealth Management LLC | 126,786 | $2.6M | $2.51M | -$88,526.1 | -3.41% |
Clark Asset Management LLC Clark Asset Management LLC | 696,425 | $14.34M | $13.77M | -$572,551.3 | -3.99% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 174,170 | $3.57M | $3.45M | -$120,724.31 | -3.38% |
Anna Christine Golden Reserve Retirement LLC | 70,764 | $1.46M | $1.4M | -$60,599.04 | -4.15% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 158,675 | $3.3M | $3.14M | -$162,392.04 | -4.91% |
Farnam Financial LLC Farnam Financial LLC | 129,178 | $2.69M | $2.56M | -$130,987.65 | -4.88% |
Virtue Asset Management LLC Virtue Asset Management LLC | 12,326 | $257,366.75 | $243,993.17 | -$13,373.58 | -5.2% |