| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Financial Services LLC Kelly Financial Services LLC | 127,863 | $12.02M | $11.88M | -$139,563.8 | -1.16% |
David Millar Gen-Wealth Partners Inc | 18,478 | $1.72M | $1.72M | -$645.35 | -0.04% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 2,518 | $243,770.3 | $233,972.56 | -$9,797.74 | -4.02% |
Jade Eagles WEALTHGARDEN F.S. LLC | 6,572 | $602,518.05 | $610,670.24 | $8,152.19 | 1.35% |
Michael Dziura Westfuller Advisors, LLC | 383 | $36,435.07 | $35,588.36 | -$846.71 | -2.32% |
Beth Steinhaus Breakwater Investment Management | 119 | $10,998 | $11,102.1 | $104.1 | 0.95% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 17,989 | $1.68M | $1.67M | -$5,152.24 | -0.31% |
Kara Lilian Lynx Investment Advisory | 3,352 | $315,601.96 | $311,467.84 | -$4,134.12 | -1.31% |
Argentarii LLC Argentarii, LLC | 2,705 | $254,589.47 | $252,078.95 | -$2,510.52 | -0.99% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 78,249 | $7.44M | $7.27M | -$169,999.78 | -2.28% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,866 | $1.47M | $1.47M | $1,473.09 | 0.1% |
Kings Path Partners LLC Kings Path Partners LLC | 242 | $22,874 | $22,486.64 | -$387.36 | -1.69% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,745 | $540,787.62 | $533,825.4 | -$6,962.22 | -1.29% |
Carmen McClennon WR Wealth Planners, LLC | 2,903 | $275,083.97 | $269,746.76 | -$5,337.21 | -1.94% |
David A Rozenson Fairscale Capital, LLC | 1,628 | $151,517.51 | $151,843.56 | $326.05 | 0.22% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 6,223 | $590,405.63 | $578,241.16 | -$12,164.47 | -2.06% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 586 | $54,602.1 | $54,451.12 | -$150.98 | -0.28% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 4,343 | $404,162.76 | $403,551.56 | -$611.2 | -0.15% |
JAMES ELIOS Elios Financial Group Inc. | 8,549 | $819,018.69 | $794,373.08 | -$24,645.61 | -3.01% |
Taryn Anderson YANKCOM Partnership | 761 | $71,775.56 | $70,712.12 | -$1,063.44 | -1.48% |