| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 23,628 | $393,863.03 | $387,262.92 | -$6,600.11 | -1.68% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,580 | $31,031.2 | $26,149 | -$4,882.2 | -15.73% |
W. Travis McKinney HB Wealth Management LLC | 15,602 | $293,829.01 | $259,929.32 | -$33,899.69 | -11.54% |
Jason Matthews Kfg Wealth Management LLC | 14,981 | $223,011.07 | $245,238.97 | $22,227.9 | 9.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,726 | $295,822.64 | $378,615.16 | $82,792.52 | 27.99% |
Jeffrey Gilbert Balboa Wealth Partners | 27,977 | $547,348.39 | $457,983.49 | -$89,364.9 | -16.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,942 | $132,769.41 | $132,591.69 | -$177.72 | -0.13% |
Mark Mowrey Signature Resources Capital Management LLC | 275 | $5,624 | $4,501.75 | -$1,122.25 | -19.95% |
Lukas Lindgren Abound Wealth Management | 1,300 | $20,501 | $21,632 | $1,131 | 5.52% |
Drew Phillips Fortitude Family Office LLC | 2,381 | $40,025 | $39,667.46 | -$357.54 | -0.89% |
Brian Dechow SWAN Capital LLC | 189 | $3,455.04 | $3,100.54 | -$354.5 | -10.26% |
Victoria Latham Fiduciary Alliance LLC | 18,532 | $296,930.02 | $303,646.82 | $6,716.8 | 2.26% |
Nolan Langford Left Brain Wealth Management LLC | 25,358 | $431,485.56 | $423,732.18 | -$7,753.38 | -1.8% |
Michael Snyder Beaumont Financial Advisors LLC | 14,047 | $269,976.14 | $230,721.97 | -$39,254.17 | -14.54% |
Scott Register Register Financial Advisors LLC | 12,419 | $164,326.25 | $203,982.07 | $39,655.82 | 24.13% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 24 | $451.65 | $399.84 | -$51.81 | -11.47% |
| MWL Melia Wealth LLC Melia Wealth LLC | 553,874 | $9.64M | $9.04M | -$606,244.67 | -6.29% |
Kelly Christopher Significant Wealth Partners LLC | 126,219 | $1.87M | $2.1M | $238,733.87 | 12.8% |
| NH Nathaniel Holden Core Wealth Partners LLC | 24,153 | $339,343.53 | $399,007.56 | $59,664.03 | 17.58% |
| PIL PFG Investments LLC PFG Investments LLC | 111,649 | $2.02M | $1.87M | -$151,500 | -7.5% |