| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 20,659 | $520,014 | $515,442.05 | -$4,571.95 | -0.88% |
David Levy Diversified Enterprises LLC | 35,489 | $893,304 | $885,450.55 | -$7,853.45 | -0.88% |
Travis Bettfreund K2 Financial Inc. | 13,120 | $327,473 | $327,344 | -$129 | -0.04% |
| RN Ron New Whipplewood Advisors LLC | 51,192 | $1.29M | $1.28M | -$11,328.6 | -0.88% |
Samira Kadam Synergy Investment Management LLC | 9,829 | $244,595 | $244,840.39 | $245.39 | 0.1% |
| BWM BCO Wealth Management LLC BCO Wealth Management LLC | 21,795 | $548,606 | $543,785.25 | -$4,820.75 | -0.88% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 31,945 | $804,097 | $797,027.75 | -$7,069.25 | -0.88% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 23,165 | $583,093 | $577,040.15 | -$6,052.85 | -1.04% |
Ameriflex Group Inc. Ameriflex Group Inc. | 72,155 | $1.82M | $1.8M | -$18,853.95 | -1.04% |
| KGL Kilter Group LLC Kilter Group LLC | 1,010 | $25,422 | $25,073.15 | -$348.85 | -1.37% |
Nicole Reese WPG Advisers LLC | 12,265 | $308,726 | $304,723.92 | -$4,002.08 | -1.3% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 411,918 | $10.37M | $10.28M | -$91,157.91 | -0.88% |