| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Millar Gen-Wealth Partners Inc | 85,221 | $3.92M | $3.88M | -$40,420.68 | -1.03% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 6,587 | $299,463.44 | $299,379.15 | -$84.29 | -0.03% |
Jade Eagles WEALTHGARDEN F.S. LLC | 32,897 | $1.54M | $1.5M | -$41,093.66 | -2.67% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 127,755 | $5.85M | $5.81M | -$43,198.1 | -0.74% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 286,916 | $12.99M | $13.04M | $46,712.34 | 0.36% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 673,999 | $31.15M | $30.63M | -$512,573.82 | -1.65% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 71,218 | $3.25M | $3.24M | -$9,592.11 | -0.3% |
| FFL Farrell Financial LLC Farrell Financial LLC | 33,783 | $1.56M | $1.54M | -$20,930.9 | -1.34% |
Andrew Bowers BridgePort Financial Solutions, LLC | 47,384 | $2.19M | $2.15M | -$32,006.86 | -1.46% |
Carmen McClennon WR Wealth Planners, LLC | 23,078 | $1.1M | $1.05M | -$49,127.98 | -4.47% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 49,029 | $2.28M | $2.22M | -$52,361.17 | -2.3% |
Chad Warrick Summit Wealth Partners, LLC | 337,978 | $15.56M | $15.36M | -$201,757.13 | -1.3% |
Heather Fowler A4 Wealth Advisors LLC | 11,525 | $536,800.71 | $523,811.25 | -$12,989.46 | -2.42% |
Jackie Berry Hershey Financial Advisers, LLC | 35,438 | $1.62M | $1.61M | -$11,880.53 | -0.73% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,969 | $137,258.07 | $134,941.05 | -$2,317.02 | -1.69% |
JAMES ELIOS Elios Financial Group Inc. | 36,956 | $1.74M | $1.68M | -$61,708.19 | -3.54% |
Taryn Anderson YANKCOM Partnership | 353 | $16,429 | $16,043.85 | -$385.15 | -2.34% |
Andrew Snider Maiden Cove Capital, LLC | 62,714 | $2.83M | $2.85M | $18,819.48 | 0.66% |
Pines Wealth Management LLC Pines Wealth Management LLC | 83,493 | $3.77M | $3.79M | $23,811.2 | 0.63% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 372,482 | $16.88M | $16.93M | $49,249.38 | 0.29% |