| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 92,380 | $1.75M | $1.71M | -$43,016.01 | -2.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 60,652 | $1.15M | $1.12M | -$30,042.97 | -2.6% |
Andrea Butler Sequent Planning LLC | 13,049 | $246,592.22 | $241,732.72 | -$4,859.5 | -1.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,111 | $231,286.45 | $223,690.17 | -$7,596.28 | -3.28% |
Chandler te Velde Maia Wealth LLC | 27,815 | $527,186.85 | $514,299.35 | -$12,887.5 | -2.44% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 39,823 | $760,238.05 | $737,123.73 | -$23,114.32 | -3.04% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,221 | $23,045.1 | $22,557.97 | -$487.13 | -2.11% |
Curtis Harrell Tounjian Advisory Partners LLC | 1,248 | $23,529 | $23,069.28 | -$459.72 | -1.95% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 30,027 | $569,335.92 | $556,550.44 | -$12,785.48 | -2.25% |
Samira Kadam Synergy Investment Management LLC | 5,782 | $109,501 | $107,049.68 | -$2,451.32 | -2.24% |
| DBR Darin Bond Roth Stenger Family Office LLC | 107,758 | $2.06M | $1.99M | -$62,670.83 | -3.05% |
Rossby Financial LLC Rossby Financial LLC | 10,907 | $208,806.79 | $201,888.57 | -$6,918.22 | -3.31% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 744 | $14,193.83 | $13,752.84 | -$440.99 | -3.11% |
Ameriflex Group Inc. Ameriflex Group Inc. | 334 | $6,342.64 | $6,182.34 | -$160.3 | -2.53% |
| DR Don Ruffin Park Square Financial Group LLC | 30,839 | $581,932.32 | $571,292.47 | -$10,639.85 | -1.83% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 24,159 | $459,731.81 | $447,183.09 | -$12,548.72 | -2.73% |