| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Josephine Lee New Insight Wealth Advisors | 2,551 | $221,044 | $210,661.58 | -$10,382.42 | -4.7% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 4,060 | $370,511.79 | $333,224.5 | -$37,287.29 | -10.06% |
| HAS Hayley A. Snell LRI Investments, LLC | 9,871 | $825,066.16 | $822,155.59 | -$2,910.57 | -0.35% |
David Millar Gen-Wealth Partners Inc | 4,075 | $350,317.17 | $339,040 | -$11,277.17 | -3.22% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 9,623 | $823,365.81 | $794,667.34 | -$28,698.47 | -3.49% |
Michael Dziura Westfuller Advisors, LLC | 221 | $21,288.91 | $18,097.69 | -$3,191.22 | -14.99% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 77 | $6,672 | $6,298.6 | -$373.4 | -5.6% |
Beth Steinhaus Breakwater Investment Management | 6 | $563.67 | $499.2 | -$64.47 | -11.44% |
Roger Krabbe Bank & Trust Co | 4,373 | $357,745.55 | $361,122.34 | $3,376.79 | 0.94% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 8,672 | $766,195.04 | $721,510.4 | -$44,684.64 | -5.83% |
Nick Fels Talaria Asset Management Pty Ltd | 497,500 | $40.34M | $41.08M | $745,110 | 1.85% |
Bruce Barton Parkworth Wealth Management, Inc. | 39 | $3,320.03 | $3,248.31 | -$71.72 | -2.16% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 21,118 | $1.7M | $1.74M | $40,181.33 | 2.36% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 7,197 | $596,085.21 | $593,176.74 | -$2,908.47 | -0.49% |
Kennedy James Axecap Investments, LLC | 5,146 | $463,294.66 | $428,147.2 | -$35,147.46 | -7.59% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 98,447 | $8.35M | $8.2M | -$149,632.81 | -1.79% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 28,933 | $2.33M | $2.41M | $73,829.8 | 3.16% |
Neisy Arnez Drucker Wealth 3.0, LLC | 14,190 | $1.13M | $1.16M | $37,087.29 | 3.29% |
Carmen McClennon WR Wealth Planners, LLC | 704 | $60,133.48 | $58,572.8 | -$1,560.68 | -2.6% |
Nathan Edwards IMG Wealth Management, Inc. | 35 | $3,361.99 | $2,870.17 | -$491.82 | -14.63% |