| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JORDAN GREEN Valley Financial Group, Inc. | 16,284 | $116,794.58 | $78,594.73 | -$38,199.85 | -32.71% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 76,919 | $541,047.56 | $371,188.02 | -$169,859.54 | -31.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.03M | $10.34M | $9.77M | -$578,073.32 | -5.59% |
Brian Distler Lakeridge Wealth Management LLC | 15,368 | $88,783.61 | $75,303.2 | -$13,480.41 | -15.18% |
Erik Roemer GERBER, LLC | 14,077 | $86,299.01 | $67,780.75 | -$18,518.26 | -21.46% |
Chris M. Frantz Catalina Capital Group, LLC | 42,908 | $257,695.74 | $205,958.4 | -$51,737.34 | -20.08% |
David Maxey Heritage Family Offices, LLP | 21,626 | $152,895.94 | $104,129.19 | -$48,766.75 | -31.9% |
David Millar Gen-Wealth Partners Inc | 15,821 | $93,818.67 | $76,336.32 | -$17,482.35 | -18.63% |
Grant Carroll Strategic Financial Partners, Ltd. | 46,446 | $218,223.33 | $224,101.95 | $5,878.62 | 2.69% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 17,109 | $105,562.21 | $82,465.38 | -$23,096.83 | -21.88% |
Andrew Bowers BridgePort Financial Solutions, LLC | 12,237 | $84,927.69 | $59,043.52 | -$25,884.17 | -30.48% |
Carmen McClennon WR Wealth Planners, LLC | 8,304 | $42,067.54 | $40,031.92 | -$2,035.62 | -4.84% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 17,330 | $110,680.05 | $83,617.25 | -$27,062.8 | -24.45% |
David Levy Diversified Enterprises LLC | 375,799 | $2.07M | $1.81M | -$263,281.65 | -12.69% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 42,937 | $254,616.06 | $208,673.82 | -$45,942.24 | -18.04% |
Millstone Evans Group LLC Millstone Evans Group LLC | 5,472 | $39,727 | $26,621.28 | -$13,105.72 | -32.99% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 25,533 | $146,552.96 | $124,090.38 | -$22,462.58 | -15.33% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 21,663 | $137,560.05 | $105,282.18 | -$32,277.87 | -23.46% |
REAP Financial Group LLC REAP Financial Group LLC | 1,063 | $6,327.86 | $5,166.18 | -$1,161.68 | -18.36% |
Centerpoint Advisory Group Centerpoint Advisory Group | 52,131 | $356,506.73 | $254,138.62 | -$102,368.11 | -28.71% |