| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 194,724 | $874,595.31 | $830,497.86 | -$44,097.45 | -5.04% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 10,446 | $45,962 | $44,447.73 | -$1,514.27 | -3.29% |
Courtney Holt Compound Planning, Inc. | 60,171 | $275,269.06 | $255,425.89 | -$19,843.17 | -7.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,114 | $53,539.23 | $51,121.08 | -$2,418.15 | -4.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,388 | $124,907 | $121,216.76 | -$3,690.24 | -2.95% |
Adam Hill Bey-Douglas LLC | 41,491 | $190,989.89 | $175,299.47 | -$15,690.42 | -8.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 274,549 | $1.3M | $1.17M | -$125,960.32 | -9.7% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 14,900 | $69,881 | $63,250.5 | -$6,630.5 | -9.49% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 12,304 | $54,141 | $52,415.04 | -$1,725.96 | -3.19% |
Rossby Financial LLC Rossby Financial LLC | 4,493 | $20,488 | $19,185.11 | -$1,302.89 | -6.36% |
Northstar Financial Companies Inc. Northstar Financial Companies Inc. | 46,176 | $216,587.37 | $196,017.12 | -$20,570.25 | -9.5% |
Nicole Reese WPG Advisers LLC | 6,767 | $30,825.45 | $28,895.09 | -$1,930.36 | -6.26% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 38,431 | $176,076.99 | $164,292.52 | -$11,784.47 | -6.69% |