| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Financial Services LLC Kelly Financial Services LLC | 8,526 | $928,263.91 | $875,279.16 | -$52,984.75 | -5.71% |
Bruce Wheadon Transce3nd, LLC | 1,034 | $111,114 | $106,036.7 | -$5,077.3 | -4.57% |
Jade Eagles WEALTHGARDEN F.S. LLC | 4,638 | $513,270.04 | $475,626.9 | -$37,643.14 | -7.33% |
Lee Larson Everstar Asset Management, LLC | 5,295 | $598,229.32 | $543,002.25 | -$55,227.07 | -9.23% |
Michael Dziura Westfuller Advisors, LLC | 1,553 | $171,116.54 | $160,735.5 | -$10,381.04 | -6.07% |
Roger Krabbe Bank & Trust Co | 65 | $6,963 | $6,672.9 | -$290.1 | -4.17% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 4,048 | $435,824.76 | $419,069.2 | -$16,755.56 | -3.84% |
Brandt Sakakeeny Rockingstone Advisors LLC | 6,636 | $722,998.52 | $686,892.36 | -$36,106.16 | -4.99% |
David Graham American Family Investments, Inc. | 155,400 | $17.11M | $16.1M | -$1.02M | -5.94% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 11,418 | $1.24M | $1.17M | -$69,558.54 | -5.61% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 127,286 | $13.85M | $13.18M | -$666,420.65 | -4.81% |
| FFL Farrell Financial LLC Farrell Financial LLC | 14,171 | $1.57M | $1.47M | -$100,509.38 | -6.41% |
Carmen McClennon WR Wealth Planners, LLC | 770 | $78,555.38 | $79,671.9 | $1,116.52 | 1.42% |
David A Rozenson Fairscale Capital, LLC | 5,200 | $567,372.2 | $533,832 | -$33,540.2 | -5.91% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 2,784 | $307,824.44 | $287,963.04 | -$19,861.4 | -6.45% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 6,819 | $741,988.34 | $700,072.63 | -$41,915.71 | -5.65% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 2,945 | $315,320 | $304,925.3 | -$10,394.7 | -3.3% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,325 | $259,072.26 | $240,660.75 | -$18,411.51 | -7.11% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 124,812 | $13.69M | $12.9M | -$791,566.27 | -5.78% |
John Gallagher Gallagher Capital Advisors, LLC | 5,136 | $559,756.93 | $531,601.68 | -$28,155.25 | -5.03% |