| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel Top Planwiser Financial LLC | 34,083 | $854,966.97 | $851,052.51 | -$3,914.46 | -0.46% |
Travis Bettfreund K2 Financial Inc. | 33,859 | $851,846.82 | $842,750.51 | -$9,096.31 | -1.07% |
| SL Sharpepoint LLC Sharpepoint LLC | 32,876 | $836,356 | $818,283.64 | -$18,072.36 | -2.16% |
Brian Griffin Friday Financial | 92,427 | $2.33M | $2.3M | -$29,144.97 | -1.25% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 400,105 | $10.08M | $9.96M | -$124,094.54 | -1.23% |
Sincerus Advisory LLC Sincerus Advisory LLC | 10,478 | $267,844.63 | $260,797.42 | -$7,047.21 | -2.63% |
| EJK Edward J. King Graney & King LLC | 3,463 | $85,882 | $86,471.11 | $589.11 | 0.69% |
| JS Jeffrey Socha Entrewealth LLC | 78,530 | $1.96M | $1.96M | -$139.9 | -0.01% |
Camaron Barta BXM Wealth LLC | 8,578 | $219,425.29 | $213,506.42 | -$5,918.87 | -2.7% |
Samira Kadam Synergy Investment Management LLC | 1,757 | $43,872 | $43,837.15 | -$34.85 | -0.08% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 235 | $5,898.19 | $5,863.25 | -$34.94 | -0.59% |
| TG Timothy Golas Spurstone Advisory Services LLC | 85 | $2,162.29 | $2,122.45 | -$39.84 | -1.84% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 57,059 | $1.46M | $1.42M | -$39,373.19 | -2.7% |
| RFL Rossby Financial LLC Rossby Financial LLC | 10,050 | $249,842.91 | $250,144.5 | $301.59 | 0.12% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 425 | $10,866.4 | $10,578.25 | -$288.15 | -2.65% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 76,422 | $1.95M | $1.9M | -$43,920.29 | -2.26% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,082 | $52,966 | $51,945.9 | -$1,020.1 | -1.93% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 9,012 | $232,509.6 | $225,029.64 | -$7,479.96 | -3.22% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 15,064 | $375,545.82 | $374,942.96 | -$602.86 | -0.16% |
Binnacle Investments Inc. Binnacle Investments Inc. | 9,851 | $247,978.55 | $245,191.39 | -$2,787.16 | -1.12% |