| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 310 | $15,551.38 | $14,935.8 | -$615.58 | -3.96% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 7,348 | $369,735.52 | $353,842.94 | -$15,892.58 | -4.3% |
Putney Financial Group LLC Putney Financial Group LLC | 8,451 | $428,085 | $407,211.43 | -$20,873.57 | -4.88% |
Aurdan Capital Management LLC Aurdan Capital Management LLC | 11,112 | $562,881 | $535,487.28 | -$27,393.72 | -4.87% |
Ameriflex Group Inc. Ameriflex Group Inc. | 240 | $12,120 | $11,563.2 | -$556.8 | -4.59% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 62,975 | $3.14M | $3.04M | -$101,703.11 | -3.24% |
Linda M. Cash Hicks Capital Management LLC | 12,196 | $610,413.4 | $588,274.06 | -$22,139.34 | -3.63% |
Balance Wealth LLC Balance Wealth LLC | 49,858 | $2.49M | $2.4M | -$87,730.24 | -3.52% |
| LC Leslie Childs MB Levis & Associates LLC | 2,049 | $102,091.27 | $98,638.86 | -$3,452.41 | -3.38% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,120 | $656,195.98 | $632,712 | -$23,483.98 | -3.58% |
| RM Rich Mowrer Brookwood Investment Group LLC | 16,021 | $802,633.94 | $771,411.15 | -$31,222.79 | -3.89% |
Cole Dimond Caliber Wealth Management LLC / KS | 4,313 | $217,675.41 | $207,541.56 | -$10,133.85 | -4.66% |
Mike Silane 21 West Wealth Management LLC | 4,450 | $225,414.74 | $214,378.75 | -$11,035.99 | -4.9% |
Justin Boggs Optima Capital LLC | 10,378 | $521,363.66 | $500,219.6 | -$21,144.06 | -4.06% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 2,300 | $115,345 | $110,814 | -$4,531 | -3.93% |
Robert Amato Compass Wealth Management LLC/GA | 18,239 | $907,354.28 | $878,755.02 | -$28,599.26 | -3.15% |
Molly Wheeler Burk Holdings LLC | 988 | $49,390 | $47,572.2 | -$1,817.8 | -3.68% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,567 | $230,634 | $219,901.05 | -$10,732.95 | -4.65% |
Basepoint Wealth LLC Basepoint Wealth LLC | 303 | $15,142.16 | $14,589.45 | -$552.71 | -3.65% |
David K. Gilmore Equity Wealth Partners LLC | 47,519 | $2.4M | $2.29M | -$108,604.4 | -4.53% |