| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.13M | $10.88M | $10.89M | $11,726.78 | 0.11% |
Brian Distler Lakeridge Wealth Management LLC | 15,644 | $90,160.89 | $77,437.8 | -$12,723.09 | -14.11% |
Chris M. Frantz Catalina Capital Group, LLC | 42,908 | $257,695.74 | $212,394.6 | -$45,301.14 | -17.58% |
David Maxey Heritage Family Offices, LLP | 21,626 | $152,895.94 | $107,048.7 | -$45,847.24 | -29.99% |
Janice M. Powell Diversify Advisory Services, LLC | 15,556 | $76,380 | $78,324.46 | $1,944.46 | 2.55% |
David Millar Gen-Wealth Partners Inc | 11,508 | $68,242.54 | $57,942.78 | -$10,299.76 | -15.09% |
Grant Carroll Strategic Financial Partners, Ltd. | 46,446 | $218,223.33 | $229,907.7 | $11,684.37 | 5.35% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 15,556 | $76,380 | $77,002.2 | $622.2 | 0.81% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 17,109 | $105,562.21 | $84,689.55 | -$20,872.66 | -19.77% |
Carmen McClennon WR Wealth Planners, LLC | 8,304 | $42,067.54 | $41,104.8 | -$962.74 | -2.29% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 17,823 | $113,140.1 | $89,738.8 | -$23,401.3 | -20.68% |
David Levy Diversified Enterprises LLC | 324,573 | $1.75M | $1.61M | -$145,573.13 | -8.31% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 26,937 | $159,736.19 | $137,378.7 | -$22,357.49 | -14% |
Millstone Evans Group LLC Millstone Evans Group LLC | 5,472 | $39,727 | $27,414.72 | -$12,312.28 | -30.99% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 5,490 | $27,395 | $27,175.5 | -$219.5 | -0.8% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 155,743 | $796,299.55 | $795,846.73 | -$452.82 | -0.06% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 21,663 | $137,560.05 | $107,231.85 | -$30,328.2 | -22.05% |
REAP Financial Group LLC REAP Financial Group LLC | 1,063 | $6,327.86 | $5,261.85 | -$1,066.01 | -16.85% |
Centerpoint Advisory Group Centerpoint Advisory Group | 22,682 | $155,664.36 | $112,275.9 | -$43,388.46 | -27.87% |
| DN Daniel Newman Noble Wealth Management PBC | 499,137 | $3.1M | $2.47M | -$624,650.12 | -20.18% |