| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 43,545 | $300,896.06 | $220,119.97 | -$80,776.09 | -26.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.13M | $10.88M | $10.95M | $75,774.89 | 0.7% |
Brian Distler Lakeridge Wealth Management LLC | 15,644 | $90,160.89 | $79,315.08 | -$10,845.81 | -12.03% |
Chris M. Frantz Catalina Capital Group, LLC | 42,908 | $257,695.74 | $217,758.1 | -$39,937.64 | -15.5% |
David Maxey Heritage Family Offices, LLP | 21,626 | $152,895.94 | $109,583.27 | -$43,312.67 | -28.33% |
Janice M. Powell Diversify Advisory Services, LLC | 15,556 | $76,380 | $79,102.26 | $2,722.26 | 3.56% |
David Millar Gen-Wealth Partners Inc | 11,508 | $68,242.54 | $58,057.86 | -$10,184.68 | -14.92% |
Grant Carroll Strategic Financial Partners, Ltd. | 46,446 | $218,223.33 | $236,177.91 | $17,954.58 | 8.23% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 15,556 | $76,380 | $79,102.26 | $2,722.26 | 3.56% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 17,109 | $105,562.21 | $86,314.9 | -$19,247.31 | -18.23% |
Carmen McClennon WR Wealth Planners, LLC | 8,304 | $42,067.54 | $42,142.8 | $75.26 | 0.18% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 17,823 | $113,140.1 | $91,164.64 | -$21,975.46 | -19.42% |
David Levy Diversified Enterprises LLC | 324,573 | $1.75M | $1.64M | -$111,492.97 | -6.36% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 26,937 | $159,736.19 | $136,435.9 | -$23,300.29 | -14.59% |
Millstone Evans Group LLC Millstone Evans Group LLC | 5,472 | $39,727 | $27,633.6 | -$12,093.4 | -30.44% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 5,490 | $27,395 | $28,081.35 | $686.35 | 2.51% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 155,743 | $796,299.55 | $791,953.15 | -$4,346.4 | -0.55% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 21,663 | $137,560.05 | $109,939.72 | -$27,620.33 | -20.08% |
REAP Financial Group LLC REAP Financial Group LLC | 1,063 | $6,327.86 | $5,378.78 | -$949.08 | -15% |
Centerpoint Advisory Group Centerpoint Advisory Group | 22,682 | $155,664.36 | $116,018.43 | -$39,645.93 | -25.47% |