| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 12,960 | $177,202.27 | $152,798.4 | -$24,403.87 | -13.77% |
Joseph C. Gissy Tactive Advisors, LLC | 12,740 | $147,401.97 | $150,459.4 | $3,057.43 | 2.07% |
Amir Har-El Savvy Advisors, Inc. | 16,479 | $190,662 | $193,710.64 | $3,048.64 | 1.6% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 114,250 | $1.38M | $1.35M | -$23,518.27 | -1.71% |
Janice M. Powell Diversify Advisory Services, LLC | 106,159 | $1.3M | $1.25M | -$54,042.54 | -4.16% |
Adam Stalnaker Rockport Wealth LLC | 97,151 | $1.24M | $1.14M | -$100,493.5 | -8.08% |
Grant Carroll Strategic Financial Partners, Ltd. | 28,320 | $366,167.9 | $332,476.8 | -$33,691.1 | -9.2% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 106,159 | $1.31M | $1.25M | -$63,640.12 | -4.86% |
Andrew Bowers BridgePort Financial Solutions, LLC | 14,302 | $182,527.07 | $169,907.76 | -$12,619.31 | -6.91% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,589 | $29,951 | $30,396.41 | $445.41 | 1.49% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 71,950 | $941,128.07 | $855,125.75 | -$86,002.32 | -9.14% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 15,033 | $182,989.83 | $176,863.24 | -$6,126.59 | -3.35% |
| FG Fabian Guerra Guerra Advisors Inc. | 358 | $4,701 | $4,206.5 | -$494.5 | -10.52% |
North Ground Capital North Ground Capital | 537,600 | $6.92M | $6.31M | -$616,116.31 | -8.9% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 621 | $7,958.58 | $7,296.75 | -$661.83 | -8.32% |
United Financial Planning Group LLC United Financial Planning Group LLC | 8,363 | $101,861 | $98,348.88 | -$3,512.12 | -3.45% |
Adam Weisner Sherman Porfolios LLC | 14,073 | $171,409 | $165,357.75 | -$6,051.25 | -3.53% |