| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Millar Gen-Wealth Partners Inc | 30,979 | $1.55M | $1.46M | -$87,997.31 | -5.67% |
Jade Eagles WEALTHGARDEN F.S. LLC | 6,608 | $338,462 | $312,393.2 | -$26,068.8 | -7.7% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 87,187 | $4.4M | $4.12M | -$281,767.02 | -6.4% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 410 | $20,471 | $19,397.1 | -$1,073.9 | -5.25% |
Smart Wealth LLC Smart Wealth LLC | 68,464 | $3.47M | $3.24M | -$235,816.76 | -6.79% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 8,535 | $436,017.32 | $403,790.85 | -$32,226.47 | -7.39% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 16,787 | $842,081.13 | $795,368.06 | -$46,713.07 | -5.55% |
Vantage Point Financial LLC Vantage Point Financial LLC | 14,211 | $713,097.04 | $671,825.02 | -$41,272.02 | -5.79% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 127,065 | $6.48M | $6.01M | -$470,332.42 | -7.26% |
Elizabeth Arce Sovran Advisors LLC | 36,946 | $1.86M | $1.75M | -$112,054.55 | -6.03% |
| KS Katherine Simmonds Conquis Financial LLC | 18,432 | $920,770.78 | $871,372.8 | -$49,397.98 | -5.36% |
May Hill Capital LLC May Hill Capital LLC | 99,644 | $5.01M | $4.7M | -$313,519.06 | -6.25% |
Blalock Williams LLC Blalock Williams LLC | 4,491 | $230,029 | $212,312.02 | -$17,716.98 | -7.7% |