| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 2,957 | $278,266.57 | $277,233.53 | -$1,033.04 | -0.37% |
Argentarii LLC Argentarii, LLC | 2,623 | $246,961.02 | $245,919.36 | -$1,041.66 | -0.42% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 73,404 | $6.99M | $6.88M | -$106,160.43 | -1.52% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,866 | $1.47M | $1.49M | $14,721.2 | 1% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,934 | $369,612.02 | $368,832.17 | -$779.85 | -0.21% |
Carmen McClennon WR Wealth Planners, LLC | 2,903 | $275,083.97 | $272,196.6 | -$2,887.37 | -1.05% |
Matthew Richmond Richmond Investment Services, LLC | 22,687 | $2.14M | $2.13M | -$13,629.49 | -0.64% |
David A Rozenson Fairscale Capital, LLC | 1,628 | $151,517.51 | $152,667 | $1,149.49 | 0.76% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 3,504 | $333,405.73 | $328,535.04 | -$4,870.69 | -1.46% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 574 | $53,467.85 | $53,820.48 | $352.63 | 0.66% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 4,237 | $394,143.65 | $397,261.12 | $3,117.47 | 0.79% |
JAMES ELIOS Elios Financial Group Inc. | 8,549 | $819,018.69 | $801,554.24 | -$17,464.45 | -2.13% |
Taryn Anderson YANKCOM Partnership | 761 | $71,775.56 | $71,354.33 | -$421.23 | -0.59% |
Andrew Snider Maiden Cove Capital, LLC | 9,993 | $915,041.69 | $936,982.65 | $21,940.96 | 2.4% |
David Levy Diversified Enterprises LLC | 10,070 | $959,495.34 | $944,202.47 | -$15,292.87 | -1.59% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 35,490 | $3.28M | $3.33M | $43,899.49 | 1.34% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 9,944 | $931,549.11 | $932,388.22 | $839.11 | 0.09% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 161 | $15,287 | $15,095.36 | -$191.64 | -1.25% |
Millstone Evans Group LLC Millstone Evans Group LLC | 20 | $1,834 | $1,880.5 | $46.5 | 2.54% |
Novus Advisors LLC Novus Advisors LLC | 4,976 | $457,209.35 | $466,549.76 | $9,340.41 | 2.04% |