| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Aurdan Capital Management LLC Aurdan Capital Management LLC | 11,112 | $562,881 | $552,710.88 | -$10,170.12 | -1.81% |
Ameriflex Group Inc. Ameriflex Group Inc. | 240 | $12,120 | $11,982 | -$138 | -1.14% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 62,975 | $3.14M | $3.13M | -$6,925.73 | -0.22% |
Linda M. Cash Hicks Capital Management LLC | 12,196 | $610,413.4 | $606,629.04 | -$3,784.36 | -0.62% |
| BWL Balance Wealth LLC Balance Wealth LLC | 49,858 | $2.49M | $2.48M | -$10,948.92 | -0.44% |
| LC Leslie Childs MB Levis & Associates LLC | 2,049 | $102,091.27 | $101,917.26 | -$174.01 | -0.17% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,120 | $656,195.98 | $652,588.8 | -$3,607.18 | -0.55% |
| RM Rich Mowrer Brookwood Investment Group LLC | 16,021 | $802,633.94 | $796,884.54 | -$5,749.4 | -0.72% |
Cole Dimond Caliber Wealth Management LLC / KS | 4,313 | $217,675.41 | $214,528.62 | -$3,146.79 | -1.45% |
Mike Silane 21 West Wealth Management LLC | 159,631 | $7.95M | $7.94M | -$12,046.76 | -0.15% |
Justin Boggs Optima Capital LLC | 10,378 | $521,363.66 | $516,201.72 | -$5,161.94 | -0.99% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 2,300 | $115,345 | $114,402 | -$943 | -0.82% |
Robert Amato Compass Wealth Management LLC/GA | 18,239 | $907,354.28 | $907,207.86 | -$146.42 | -0.02% |
Molly Wheeler Burk Holdings LLC | 988 | $49,390 | $49,320.96 | -$69.04 | -0.14% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,567 | $230,634 | $227,162.58 | -$3,471.42 | -1.51% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 303 | $15,142.16 | $15,128.79 | -$13.37 | -0.09% |
David K. Gilmore Equity Wealth Partners LLC | 47,519 | $2.4M | $2.36M | -$34,712.35 | -1.45% |