| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 491 | $55,861.8 | $48,771.03 | -$7,090.77 | -12.69% |
Roger Krabbe Bank & Trust Co | 792 | $78,637.83 | $78,669.36 | $31.53 | 0.04% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 4,762 | $572,916.96 | $473,009.46 | -$99,907.5 | -17.44% |
| OFS OMC Financial Services Ltd. OMC Financial Services Ltd. | 2,969 | $363,200.38 | $294,910.77 | -$68,289.61 | -18.8% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 252 | $28,060.45 | $25,031.16 | -$3,029.29 | -10.8% |
Bruce Barton Parkworth Wealth Management, Inc. | 32 | $3,554.69 | $3,178.56 | -$376.13 | -10.58% |
| HIM Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 412 | $50,053.8 | $40,923.96 | -$9,129.84 | -18.24% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 7,422 | $844,450 | $737,227.26 | -$107,222.74 | -12.7% |
Brandt Sakakeeny Rockingstone Advisors LLC | 3,580 | $398,826.61 | $355,601.4 | -$43,225.21 | -10.84% |
Kara Lilian Lynx Investment Advisory | 1,890 | $216,489.76 | $187,733.7 | -$28,756.06 | -13.28% |
| AL Argentarii LLC Argentarii, LLC | 4,580 | $512,842.15 | $454,931.4 | -$57,910.75 | -11.29% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 45,497 | $4.76M | $4.52M | -$244,222.12 | -5.13% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,145 | $1.5M | $1.5M | $6,727.07 | 0.45% |
Neisy Arnez Drucker Wealth 3.0, LLC | 3,083 | $305,779.34 | $306,234.39 | $455.05 | 0.15% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,345 | $816,481.47 | $729,578.85 | -$86,902.62 | -10.64% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 26,896 | $2.87M | $2.67M | -$193,798.93 | -6.76% |
Carmen McClennon WR Wealth Planners, LLC | 1,540 | $187,873.79 | $152,968.2 | -$34,905.59 | -18.58% |
Matthew Richmond Richmond Investment Services, LLC | 2,255 | $279,604.67 | $223,989.15 | -$55,615.52 | -19.89% |
Nathan Edwards IMG Wealth Management, Inc. | 220 | $25,029.48 | $21,852.6 | -$3,176.88 | -12.69% |
David A Rozenson Fairscale Capital, LLC | 185 | $18,217 | $18,376.05 | $159.05 | 0.87% |