| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Kingsman Kingsman Wealth Management Inc. | 6,413 | $295,973.88 | $280,985.59 | -$14,988.29 | -5.06% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 18,636 | $846,682.48 | $817,654.5 | -$29,027.98 | -3.43% |
Presper Financial Architects LLC Presper Financial Architects LLC | 619,230 | $28.61M | $27.13M | -$1.48M | -5.17% |
Cole Dimond Caliber Wealth Management LLC / KS | 8,630 | $397,226.23 | $377,519.35 | -$19,706.88 | -4.96% |
Mike Silane 21 West Wealth Management LLC | 82,293 | $3.76M | $3.61M | -$152,042.01 | -4.04% |
Tyler Rudek Heritage Wealth Architects Inc. | 9,235 | $416,498.63 | $404,770.05 | -$11,728.58 | -2.82% |
Investment Research Partners LLC Investment Research Partners LLC | 5,803 | $264,684.25 | $254,171.4 | -$10,512.85 | -3.97% |
Justin Boggs Optima Capital LLC | 4,756 | $217,152 | $208,574.38 | -$8,577.62 | -3.95% |
Jon Lewis Midwest Trust Co | 4,525 | $206,426.68 | $198,104.5 | -$8,322.18 | -4.03% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 254,878 | $11.66M | $11.15M | -$509,910.81 | -4.37% |
Caldwell Trust Co Caldwell Trust Co | 746 | $33,971.07 | $32,697.18 | -$1,273.89 | -3.75% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 23,979 | $1.1M | $1.05M | -$48,071.03 | -4.38% |
Todd Arthur Gomes Sonoma Allocations LLC | 203,946 | $9.53M | $8.94M | -$588,099.71 | -6.17% |
Invested Advisors Invested Advisors | 6,526 | $297,696.64 | $286,328.25 | -$11,368.39 | -3.82% |
Plan A Wealth LLC Plan A Wealth LLC | 44,641 | $2M | $1.96M | -$40,685.39 | -2.03% |
Brian Mann Mann Financial Group Inc. | 13,786 | $608,208.53 | $604,240.38 | -$3,968.15 | -0.65% |