| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 64,130 | $797,492.15 | $737,495 | -$59,997.15 | -7.52% |
Janice M. Powell Diversify Advisory Services, LLC | 68,999 | $873,907.93 | $799,015.32 | -$74,892.61 | -8.57% |
Adam Stalnaker Rockport Wealth LLC | 106,073 | $1.36M | $1.23M | -$132,285.13 | -9.72% |
Grant Carroll Strategic Financial Partners, Ltd. | 44,826 | $582,891.68 | $519,085.08 | -$63,806.6 | -10.95% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 114,384 | $1.41M | $1.32M | -$89,159.96 | -6.32% |
Andrew Bowers BridgePort Financial Solutions, LLC | 16,965 | $217,518.78 | $196,624.35 | -$20,894.43 | -9.61% |
Matthew Richmond Richmond Investment Services, LLC | 12,192 | $148,498 | $141,305.28 | -$7,192.72 | -4.84% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 138,174 | $1.81M | $1.6M | -$211,979.02 | -11.71% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 14,856 | $180,942 | $171,586.8 | -$9,355.2 | -5.17% |
| FG Fabian Guerra Guerra Advisors Inc. | 358 | $4,701 | $4,091.94 | -$609.06 | -12.96% |
North Ground Capital North Ground Capital | 448,919 | $5.9M | $5.13M | -$764,980.97 | -12.97% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,818 | $23,301.5 | $20,670.66 | -$2,630.84 | -11.29% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 621 | $7,958.58 | $7,042.14 | -$916.44 | -11.52% |
United Financial Planning Group LLC United Financial Planning Group LLC | 8,363 | $101,861 | $94,440.85 | -$7,420.15 | -7.28% |
Adam Weisner Sherman Porfolios LLC | 14,073 | $171,409 | $159,376.72 | -$12,032.28 | -7.02% |