| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Barton Parkworth Wealth Management, Inc. | 5 | $370.8 | $277.37 | -$93.43 | -25.2% |
Kara Lilian Lynx Investment Advisory | 9,584 | $536,474.82 | $539,195.84 | $2,721.02 | 0.51% |
Argentarii LLC Argentarii, LLC | 5,623 | $337,492 | $316,743.59 | -$20,748.41 | -6.15% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,396 | $321,699.28 | $245,890.26 | -$75,809.02 | -23.57% |
Kings Path Partners LLC Kings Path Partners LLC | 90 | $4,975 | $5,049.9 | $74.9 | 1.51% |
Neisy Arnez Drucker Wealth 3.0, LLC | 2,866 | $218,781.29 | $160,496 | -$58,285.29 | -26.64% |
Carmen McClennon WR Wealth Planners, LLC | 30 | $2,175.57 | $1,665.3 | -$510.27 | -23.45% |
Nathan Edwards IMG Wealth Management, Inc. | 41 | $2,890.98 | $2,298.66 | -$592.32 | -20.49% |
Chris Bulman Inc. Chris Bulman Inc | 4,140 | $304,448.99 | $232,419.6 | -$72,029.39 | -23.66% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,484 | $259,384 | $195,104 | -$64,280 | -24.78% |
Laurel Steward Mattson Financial Services, LLC | 19,733 | $1.17M | $1.11M | -$56,854.06 | -4.88% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 6,754 | $389,955.96 | $378,359.08 | -$11,596.88 | -2.97% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 783 | $48,569.34 | $43,777.53 | -$4,791.81 | -9.87% |
Jesper Bonnivier Avanza Fonder AB | 35,895 | $2.36M | $2.01M | -$351,980.73 | -14.89% |
Gregory A. Brown Brown Financial Advisors | 7,535 | $452,250.31 | $424,446.55 | -$27,803.76 | -6.15% |
Tuomas Suomela S-Bank Fund Management Ltd | 4,832 | $284,701.42 | $271,655.04 | -$13,046.38 | -4.58% |
David Levy Diversified Enterprises LLC | 2,717 | $202,281 | $152,559.55 | -$49,721.45 | -24.58% |
Seneschal Advisors LLC Seneschal Advisors LLC | 6 | $406.5 | $336.39 | -$70.11 | -17.25% |
Curtis Harrell Tounjian Advisory Partners LLC | 45 | $2,700.98 | $2,518.2 | -$182.78 | -6.77% |
Bryan Buchert Kera Capital Partners Inc. | 10,601 | $585,633.31 | $594,345.06 | $8,711.75 | 1.49% |