| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,571 | $544,489.68 | $521,509.14 | -$22,980.54 | -4.22% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 33,201 | $11.41M | $11.02M | -$392,654.58 | -3.44% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,607 | $563,663.15 | $533,459.7 | -$30,203.45 | -5.36% |
Kings Path Partners LLC Kings Path Partners LLC | 132 | $45,734.86 | $43,818.72 | -$1,916.14 | -4.19% |
Kelly Dixon Cannon Financial Strategists, Inc. | 3,793 | $1.45M | $1.35M | -$99,786.41 | -6.89% |
Neisy Arnez Drucker Wealth 3.0, LLC | 6,797 | $2.67M | $2.26M | -$413,192.42 | -15.48% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 610 | $211,781.84 | $202,495.59 | -$9,286.25 | -4.38% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,528 | $986,166.92 | $839,194.85 | -$146,972.07 | -14.9% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 7,935 | $2.85M | $2.63M | -$217,471.91 | -7.63% |
Carmen McClennon WR Wealth Planners, LLC | 1,787 | $567,674.24 | $593,212.5 | $25,538.26 | 4.5% |
Craig Small Symphony Financial Services, Inc. | 895 | $354,047.97 | $297,104.19 | -$56,943.78 | -16.08% |
Nathan Edwards IMG Wealth Management, Inc. | 476 | $180,217.55 | $169,260.84 | -$10,956.71 | -6.08% |
David A Rozenson Fairscale Capital, LLC | 656 | $225,821.44 | $233,267.04 | $7,445.6 | 3.3% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,803 | $984,996.63 | $930,483.85 | -$54,512.78 | -5.53% |
Scott Geppert Stonekeep Investments, LLC | 660 | $217,156.09 | $219,093.59 | $1,937.5 | 0.89% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 770 | $271,686 | $255,609.19 | -$16,076.81 | -5.92% |
Chad Warrick Summit Wealth Partners, LLC | 5,558 | $1.75M | $1.85M | $96,886.13 | 5.54% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,315 | $454,009.84 | $436,527.39 | -$17,482.45 | -3.85% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 8,553 | $3.01M | $2.84M | -$174,649.03 | -5.79% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 4,400 | $1.61M | $1.46M | -$153,593.9 | -9.52% |