| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 247,004 | $6.36M | $6.1M | -$255,649.16 | -4.02% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 151,321 | $3.94M | $3.74M | -$200,421.94 | -5.08% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 94,310 | $2.43M | $2.33M | -$103,277.3 | -4.25% |
Dustin Schick Evergreen Private Wealth LLC | 142,119 | $3.63M | $3.51M | -$120,794.9 | -3.33% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,294 | $32,609 | $31,903.57 | -$705.43 | -2.16% |
Mark Weiskind Fairway Wealth LLC | 1,322 | $34,035 | $32,673.23 | -$1,361.77 | -4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,137 | $29,391 | $28,095.27 | -$1,295.73 | -4.41% |
| JH Julie Hazzard 10Elms LLP | 32,320 | $836,158.46 | $797,172.8 | -$38,985.66 | -4.66% |
Wilkins Miller Wealth Management LLC Wilkins Miller Wealth Management LLC | 59,655 | $1.52M | $1.47M | -$44,734.79 | -2.94% |
Buddy Levy Nestegg Advisors Inc. | 21,977 | $575,408.88 | $542,722.01 | -$32,686.87 | -5.68% |
| LC Leslie Childs MB Levis & Associates LLC | 495,495 | $12.32M | $12.23M | -$87,396.27 | -0.71% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 10,031 | $257,345 | $248,116.78 | -$9,228.22 | -3.59% |
Farnam Financial LLC Farnam Financial LLC | 15,810 | $396,831 | $390,427.95 | -$6,403.05 | -1.61% |