| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 15,433 | $1.22M | $1.19M | -$32,594.72 | -2.66% |
Joel mittelman Mittelman Wealth Management | 4,649 | $377,063.97 | $357,973 | -$19,090.97 | -5.06% |
Mitchell Pletcher Concord Investment Counsel Inc. | 15,553 | $1.21M | $1.2M | -$12,644.43 | -1.04% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 442 | $34,356.6 | $34,071.57 | -$285.03 | -0.83% |
Adam Stalnaker Rockport Wealth LLC | 5,317 | $428,357.53 | $410,366.06 | -$17,991.47 | -4.2% |
Kelly Financial Services LLC Kelly Financial Services LLC | 3,545 | $282,230.35 | $272,291.45 | -$9,938.9 | -3.52% |
Michael Dziura Westfuller Advisors, LLC | 20 | $1,619.8 | $1,539.4 | -$80.4 | -4.96% |
Dodd Disler Sagace Wealth Management LLC | 49,602 | $3.91M | $3.82M | -$84,648.13 | -2.17% |
Argentarii LLC Argentarii, LLC | 2,996 | $238,357.31 | $230,961.63 | -$7,395.68 | -3.1% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 11,499 | $910,239.02 | $886,457.86 | -$23,781.16 | -2.61% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 15,433 | $1.24M | $1.19M | -$48,662.89 | -3.93% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 80,622 | $6.47M | $6.22M | -$254,765.84 | -3.94% |
Carmen McClennon WR Wealth Planners, LLC | 406 | $31,679.97 | $31,312.75 | -$367.22 | -1.16% |
David A Rozenson Fairscale Capital, LLC | 166 | $12,996 | $12,750.46 | -$245.54 | -1.89% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 13,000 | $1M | $1M | -$650.05 | -0.06% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,473 | $273,177.59 | $267,750.93 | -$5,426.66 | -1.99% |
Taryn Anderson YANKCOM Partnership | 1,056 | $83,054.48 | $81,111.36 | -$1,943.12 | -2.34% |
David Levy Diversified Enterprises LLC | 10,710 | $861,852.55 | $822,635.1 | -$39,217.45 | -4.55% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 4,708 | $375,822.65 | $361,621.48 | -$14,201.17 | -3.78% |
Adam Amante Fortress Financial Solutions LLC | 8,337 | $659,378.15 | $642,699.3 | -$16,678.85 | -2.53% |