| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 320 | $30,045 | $28,988.8 | -$1,056.2 | -3.52% |
Kelly Financial Services LLC Kelly Financial Services LLC | 127,863 | $12.02M | $11.59M | -$431,091.44 | -3.59% |
David Millar Gen-Wealth Partners Inc | 18,478 | $1.72M | $1.67M | -$52,291.36 | -3.03% |
Jade Eagles WEALTHGARDEN F.S. LLC | 6,572 | $602,518.05 | $595,916.1 | -$6,601.95 | -1.1% |
Michael Dziura Westfuller Advisors, LLC | 383 | $36,435.07 | $34,651.92 | -$1,783.15 | -4.89% |
Beth Steinhaus Breakwater Investment Management | 119 | $10,998 | $10,765.93 | -$232.07 | -2.11% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 3,578 | $335,182.52 | $324,131.02 | -$11,051.5 | -3.3% |
Kara Lilian Lynx Investment Advisory | 3,352 | $315,601.96 | $303,842.04 | -$11,759.92 | -3.73% |
Argentarii LLC Argentarii, LLC | 2,705 | $254,589.47 | $245,311.85 | -$9,277.62 | -3.64% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 78,249 | $7.44M | $7.09M | -$350,754.97 | -4.71% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,866 | $1.47M | $1.44M | -$37,319.28 | -2.53% |
Kings Path Partners LLC Kings Path Partners LLC | 242 | $22,874 | $21,870.75 | -$1,003.25 | -4.39% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,745 | $540,787.62 | $520,382.1 | -$20,405.52 | -3.77% |
Carmen McClennon WR Wealth Planners, LLC | 2,903 | $275,083.97 | $263,055.34 | -$12,028.63 | -4.37% |
David A Rozenson Fairscale Capital, LLC | 1,628 | $151,517.51 | $147,106.08 | -$4,411.43 | -2.91% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 6,343 | $601,159.55 | $574,612.37 | -$26,547.18 | -4.42% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 586 | $54,602.1 | $53,035.93 | -$1,566.17 | -2.87% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 4,343 | $404,162.76 | $393,388.94 | -$10,773.82 | -2.67% |
JAMES ELIOS Elios Financial Group Inc. | 8,549 | $819,018.69 | $774,453.91 | -$44,564.78 | -5.44% |
Taryn Anderson YANKCOM Partnership | 1,539 | $141,499.83 | $139,418.01 | -$2,081.82 | -1.47% |