| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 93 | $31,093 | $15,881.61 | -$15,211.39 | -48.92% |
REAP Financial Group LLC REAP Financial Group LLC | 346 | $93,232.25 | $60,131.34 | -$33,100.91 | -35.5% |
Lyn Dippel Curio Wealth LLC | 7 | $1,716.57 | $1,216.53 | -$500.04 | -29.13% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 1,146 | $370,799.74 | $195,702.42 | -$175,097.32 | -47.22% |
VestGen Advisors LLC VestGen Advisors LLC | 12,165 | $3.26M | $2.11M | -$1.15M | -35.2% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 3,230 | $786,820.58 | $548,486.3 | -$238,334.28 | -30.29% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 114 | $21,285 | $19,467.78 | -$1,817.22 | -8.54% |
Allyson Mickool Florida Financial Advisors LLC | 3,216 | $814,050.13 | $549,196.32 | -$264,853.81 | -32.54% |
Grant Reeves CVFG LLC | 1,406 | $454,015.33 | $240,102.62 | -$213,912.71 | -47.12% |
Tony Edwards BankPlus Wealth Management LLC | 2,704 | $850,467.37 | $469,928.16 | -$380,539.21 | -44.74% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,484 | $393,126.42 | $253,422.68 | -$139,703.74 | -35.54% |
Elizabeth Arce Sovran Advisors LLC | 12,627 | $3.27M | $2.16M | -$1.11M | -34.04% |
| EJK Edward J. King Graney & King LLC | 162 | $54,006.48 | $27,664.74 | -$26,341.74 | -48.78% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 200 | $50,451.93 | $34,154 | -$16,297.93 | -32.3% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 1,257 | $417,125.99 | $213,451.17 | -$203,674.82 | -48.83% |
Bradley Wilson Crews Bank & Trust | 271 | $90,603 | $46,278.67 | -$44,324.33 | -48.92% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 1,150 | $304,646.52 | $196,385.5 | -$108,261.02 | -35.54% |
| RN Ron New Whipplewood Advisors LLC | 108 | $20,160 | $18,443.16 | -$1,716.84 | -8.52% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,236 | $292,815 | $209,885.16 | -$82,929.84 | -28.32% |
Cache Advisors LLC Cache Advisors LLC | 10,101 | $2.68M | $1.72M | -$957,607.85 | -35.7% |