| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 1,045 | $52,583.8 | $48,085.67 | -$4,498.13 | -8.55% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 94 | $4,667.1 | $4,379.46 | -$287.64 | -6.16% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 13,455 | $549,193.4 | $621,351.9 | $72,158.5 | 13.14% |
Dixon Karmindro Mainstream Capital Management LLC | 9,494 | $495,357.1 | $442,088.11 | -$53,268.99 | -10.75% |
Bernarda Pesantez BFI Infinity Ltd. | 10,496 | $496,881 | $484,390.4 | -$12,490.6 | -2.51% |
Tory Parke Three Seasons Wealth LLC | 17,366 | $881,751.63 | $804,827.27 | -$76,924.36 | -8.72% |
Jefferson H. West Legacy Investment Solutions LLC | 993 | $60,783 | $45,692.89 | -$15,090.11 | -24.83% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 13,833 | $810,613.72 | $640,052.91 | -$170,560.81 | -21.04% |
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 34,201 | $1.82M | $1.59M | -$226,575.19 | -12.46% |
Stephen A. Greco Pandora Wealth Inc. | 10,260 | $480,270.97 | $473,601.6 | -$6,669.37 | -1.39% |
Cathy Pareto Cathy Pareto & Associates Inc. | 10,953 | $570,868.06 | $510,300.27 | -$60,567.79 | -10.61% |
| PS Paula Spurgeon BankPlus Trust Department | 1,702 | $62,358.25 | $78,002.66 | $15,644.41 | 25.09% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 20 | $768 | $916.8 | $148.8 | 19.37% |
REAP Financial Group LLC REAP Financial Group LLC | 3,266 | $169,324.49 | $149,386.84 | -$19,937.65 | -11.77% |
Brian Griffin Friday Financial | 41,674 | $2.1M | $1.94M | -$156,172.9 | -7.44% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 32,910 | $1.75M | $1.53M | -$219,722.78 | -12.56% |
VestGen Advisors LLC VestGen Advisors LLC | 108,852 | $5.72M | $5.08M | -$642,627.5 | -11.24% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 7,921 | $390,885.96 | $364,326.39 | -$26,559.57 | -6.79% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,076 | $52,199.79 | $49,264.66 | -$2,935.13 | -5.62% |
Elizabeth Arce Sovran Advisors LLC | 153,626 | $8.95M | $7.03M | -$1.92M | -21.43% |