| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 28,098 | $594,644.27 | $561,257.55 | -$33,386.72 | -5.61% |
Andrea Butler Sequent Planning LLC | 28,170 | $589,519.33 | $561,850.65 | -$27,668.68 | -4.69% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 170 | $3,609 | $3,391.5 | -$217.5 | -6.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 57 | $1,215.18 | $1,132.59 | -$82.59 | -6.8% |
Chandler te Velde Maia Wealth LLC | 31,770 | $669,036.37 | $633,334.95 | -$35,701.42 | -5.34% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,613 | $117,758.33 | $112,119.67 | -$5,638.66 | -4.79% |
Jessica Vickery BlueChip Wealth Advisors LLC | 27,352 | $574,978.3 | $546,629.72 | -$28,348.58 | -4.93% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 165,810 | $3.51M | $3.31M | -$204,799.32 | -5.83% |
Mark Finney McCarthy & Cox | 15,937 | $339,617.34 | $318,022.83 | -$21,594.51 | -6.36% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 41,264 | $877,642.65 | $823,010.48 | -$54,632.17 | -6.22% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,570 | $74,442.72 | $71,292.9 | -$3,149.82 | -4.23% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 13,567 | $285,789.95 | $271,272.16 | -$14,517.79 | -5.08% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 58,956 | $1.24M | $1.18M | -$64,632.19 | -5.21% |
Samira Kadam Synergy Investment Management LLC | 22,111 | $471,185.77 | $441,446.11 | -$29,739.66 | -6.31% |
Crux Wealth Advisors Crux Wealth Advisors | 81,357 | $1.73M | $1.63M | -$98,523.23 | -5.71% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 9,607 | $200,349 | $191,611.61 | -$8,737.39 | -4.36% |
Rossby Financial LLC Rossby Financial LLC | 20,800 | $441,660.43 | $415,168 | -$26,492.43 | -6% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 5,335 | $110,168 | $106,353.22 | -$3,814.78 | -3.46% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 904 | $18,948 | $18,039.32 | -$908.68 | -4.8% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,137 | $24,115.64 | $22,694.52 | -$1,421.12 | -5.89% |