| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Barton Parkworth Wealth Management, Inc. | 41 | $2,348.64 | $2,247.21 | -$101.43 | -4.32% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 14,212 | $797,308.53 | $778,675.48 | -$18,633.05 | -2.34% |
Chris Bulman Inc. Chris Bulman Inc | 8,589 | $495,070 | $470,763.09 | -$24,306.91 | -4.91% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 15,806 | $905,368 | $865,615.59 | -$39,752.41 | -4.39% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 4,727 | $273,762.74 | $258,708.71 | -$15,054.03 | -5.5% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 13,542 | $758,034.53 | $741,763.05 | -$16,271.48 | -2.15% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 15,232 | $870,267.54 | $834,256.64 | -$36,010.9 | -4.14% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 5,893 | $336,498.25 | $322,936.4 | -$13,561.85 | -4.03% |
Elyxium Wealth LLC Elyxium Wealth LLC | 4,333 | $251,790.44 | $237,123.42 | -$14,667.02 | -5.83% |
Heather Scully NWF Advisory Services Inc. | 14,784 | $828,618.33 | $809,867.52 | -$18,750.81 | -2.26% |
Carol Somoano Asset Planning Inc. | 700 | $40,096 | $38,321.5 | -$1,774.5 | -4.43% |
VestGen Advisors LLC VestGen Advisors LLC | 5,570 | $318,158 | $305,403.1 | -$12,754.9 | -4.01% |
| KS Katherine Simmonds Conquis Financial LLC | 36,048 | $2.05M | $1.98M | -$73,523.19 | -3.59% |
| IAL IFC Advisors LLC IFC Advisors LLC | 22,093 | $1.26M | $1.21M | -$53,620.65 | -4.24% |
| DC David Cantor LongView Asset Management LLC | 3,605 | $207,144 | $197,752.27 | -$9,391.73 | -4.53% |
Bryan Molinar Atlas Legacy Advisors LLC | 198,228 | $11.1M | $10.85M | -$247,994.81 | -2.23% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 10,452 | $598,691 | $572,926.38 | -$25,764.62 | -4.3% |
| BM Boulos Michael TME Financial Inc. | 9,298 | $535,223.02 | $509,297.95 | -$25,925.07 | -4.84% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 15,220 | $874,635.92 | $834,132.1 | -$40,503.82 | -4.63% |
Tim Thomas Members Wealth LLC | 8,317 | $479,858.88 | $455,771.6 | -$24,087.28 | -5.02% |