| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Grouell Turning Point Benefit Group, Inc. | 168,572 | $4.24M | $4.06M | -$180,371.8 | -4.25% |
Alan Gilmore Private Wealth Management Group, LLC | 429 | $10,798 | $10,336.71 | -$461.29 | -4.27% |
Jessica Vickery BlueChip Wealth Advisors LLC | 14,049 | $353,631 | $338,440.41 | -$15,190.59 | -4.3% |
Kara Lilian Lynx Investment Advisory | 20,659 | $520,014 | $497,262.13 | -$22,751.87 | -4.38% |
David Levy Diversified Enterprises LLC | 35,489 | $893,304 | $852,623.22 | -$40,680.78 | -4.55% |
Travis Bettfreund K2 Financial Inc. | 13,120 | $327,473 | $315,667.2 | -$11,805.8 | -3.61% |
| RN Ron New Whipplewood Advisors LLC | 51,192 | $1.29M | $1.23M | -$59,961 | -4.65% |
Samira Kadam Synergy Investment Management LLC | 9,829 | $244,595 | $236,780.61 | -$7,814.39 | -3.19% |
| BWM BCO Wealth Management LLC BCO Wealth Management LLC | 21,598 | $543,647.28 | $519,431.9 | -$24,215.38 | -4.45% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 32,900 | $827,221.38 | $789,412.47 | -$37,808.91 | -4.57% |
Rossby Financial LLC Rossby Financial LLC | 4,701 | $118,330 | $113,270.12 | -$5,059.88 | -4.28% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 23,165 | $583,093 | $556,423.3 | -$26,669.7 | -4.57% |
Ameriflex Group Inc. Ameriflex Group Inc. | 72,155 | $1.82M | $1.74M | -$77,667.49 | -4.28% |
Kilter Group LLC Kilter Group LLC | 1,010 | $25,422 | $24,335.85 | -$1,086.15 | -4.27% |
Nicole Reese WPG Advisers LLC | 12,265 | $308,726 | $295,523.95 | -$13,202.05 | -4.28% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 411,918 | $10.37M | $9.89M | -$474,241.65 | -4.57% |