| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kaitlyn Barnes Financial Architects, LLC | 1,060 | $364,745.84 | $351,877.59 | -$12,868.25 | -3.53% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 648 | $225,943.69 | $215,110.07 | -$10,833.62 | -4.79% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,464 | $2.35M | $2.15M | -$204,004.59 | -8.68% |
Mark Fonville Fonville Wealth Management LLC | 631 | $207,530.41 | $209,466.75 | $1,936.34 | 0.93% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,661 | $2M | $1.88M | -$117,159.87 | -5.87% |
Anthony Blagrove Traveka Wealth, LLC | 1,767 | $623,378 | $586,573.3 | -$36,804.7 | -5.9% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 998 | $351,371.5 | $331,296.07 | -$20,075.43 | -5.71% |
Cody Gehman Stonebridge Financial Group, LLC | 2,206 | $841,657.81 | $732,303.74 | -$109,354.07 | -12.99% |
Kent Keister Bear Mountain Capital, Inc. | 14 | $5,154.12 | $4,647.44 | -$506.68 | -9.83% |
Curtis Burkholder Bare Financial Services, Inc | 200 | $71,714.19 | $66,392 | -$5,322.19 | -7.42% |
Thomas Hood Alternative Investment Advisors, LLC. | 638 | $252,641.31 | $211,790.47 | -$40,850.84 | -16.17% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,170 | $1.28M | $1.12M | -$165,337.54 | -12.87% |
Keisuke Ichihara Rakuten Securities, Inc. | 169 | $59,974.87 | $56,101.24 | -$3,873.63 | -6.46% |
Joshua Stipcich Tidemark, LLC | 309 | $110,026.93 | $109,877.31 | -$149.62 | -0.14% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,824 | $1.01M | $937,455.01 | -$71,260.88 | -7.06% |
Jaran Day OPINICUS CAPITAL, INC. | 6,365 | $2.23M | $2.11M | -$121,144.45 | -5.42% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,412 | $503,288.69 | $468,727.51 | -$34,561.18 | -6.87% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 1,152 | $453,157.57 | $382,417.91 | -$70,739.66 | -15.61% |
Wynn Capital LLC Wynn Capital, LLC | 604 | $212,919 | $200,503.83 | -$12,415.17 | -5.83% |
Rob Dainard Hara Capital LLC | 1,575 | $545,816 | $522,836.98 | -$22,979.02 | -4.21% |