| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jade Eagles WEALTHGARDEN F.S. LLC | 13,524 | $561,431.64 | $481,995.36 | -$79,436.28 | -14.15% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 44,632 | $1.68M | $1.59M | -$91,198.49 | -5.42% |
Beth Steinhaus Breakwater Investment Management | 253 | $10,734.2 | $9,295.22 | -$1,438.98 | -13.41% |
Jay Kasting Landing Point Financial Group, LLC | 16,318 | $576,188.58 | $599,523.32 | $23,334.74 | 4.05% |
Wesley W. Melbrod M Wealth Management, LLC | 12,873 | $493,026 | $458,793.72 | -$34,232.28 | -6.94% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 333 | $20,383 | $11,868.12 | -$8,514.88 | -41.77% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,710 | $378,170.1 | $393,485.4 | $15,315.3 | 4.05% |
Dodd Disler Sagace Wealth Management LLC | 37,002 | $2.25M | $1.32M | -$930,608.63 | -41.37% |
Argentarii LLC Argentarii, LLC | 16,310 | $784,019.07 | $585,365.9 | -$198,653.17 | -25.34% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 47,238 | $1.83M | $1.68M | -$147,318.22 | -8.05% |
Andrew Bowers BridgePort Financial Solutions, LLC | 27,205 | $1.45M | $969,586.2 | -$481,641.68 | -33.19% |
Carmen McClennon WR Wealth Planners, LLC | 1,974 | $86,072.79 | $70,353.36 | -$15,719.43 | -18.26% |
Matthew Richmond Richmond Investment Services, LLC | 8,769 | $494,926.37 | $312,527.16 | -$182,399.21 | -36.85% |
Nathan Edwards IMG Wealth Management, Inc. | 3,826 | $187,167.23 | $140,720.28 | -$46,446.95 | -24.82% |
David A Rozenson Fairscale Capital, LLC | 590 | $20,142.6 | $21,700.2 | $1,557.6 | 7.73% |
Heather Fowler A4 Wealth Advisors LLC | 34,005 | $1.55M | $1.21M | -$343,029.22 | -22.06% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 70,506 | $3.87M | $2.59M | -$1.28M | -33.07% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 42,846 | $2.36M | $1.54M | -$819,483.63 | -34.73% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 197 | $10,281.94 | $7,021.08 | -$3,260.86 | -31.71% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 70,761 | $3.24M | $2.52M | -$713,800.25 | -22.06% |