| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
REAP Financial Group LLC REAP Financial Group LLC | 187 | $8,386.93 | $8,071.85 | -$315.08 | -3.76% |
Elizabeth Arce Sovran Advisors LLC | 6,742 | $310,092.41 | $291,085.85 | -$19,006.56 | -6.13% |
Centerpoint Advisory Group Centerpoint Advisory Group | 7,823 | $347,031.71 | $338,188.29 | -$8,843.42 | -2.55% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 31,016 | $1.4M | $1.34M | -$61,372.48 | -4.38% |
Rossby Financial LLC Rossby Financial LLC | 1,166 | $52,403.57 | $50,406.18 | -$1,997.39 | -3.81% |
| HM Howard Morin Helium Advisors LLC | 5,501 | $247,874.98 | $237,670.7 | -$10,204.28 | -4.12% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 4,775 | $215,400 | $206,638.12 | -$8,761.88 | -4.07% |
David R. Hess Wealth Management Associates Inc. | 27,060 | $1.18M | $1.17M | -$6,697.22 | -0.57% |
Maseco LLP Maseco LLP | 6 | $276 | $258.87 | -$17.13 | -6.21% |
Adam Scott Argyle Capital Partners LLC | 10,646 | $473,250.52 | $460,226.58 | -$13,023.94 | -2.75% |