| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 26,425 | $302,409.93 | $297,809.75 | -$4,600.18 | -1.52% |
Kevyn Hill Hilltop National Bank | 2,009 | $22,408.99 | $22,641.43 | $232.44 | 1.04% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 24,779 | $290,901 | $283,223.97 | -$7,677.03 | -2.64% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 82,499 | $928,495.25 | $929,763.73 | $1,268.48 | 0.14% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 450 | $5,125.5 | $5,071.5 | -$54 | -1.05% |
Bradley Wilson Crews Bank & Trust | 1,015 | $11,449 | $11,439.05 | -$9.95 | -0.09% |
| RN Ron New Whipplewood Advisors LLC | 73,837 | $822,743.47 | $832,142.99 | $9,399.52 | 1.14% |
| IAL IFC Advisors LLC IFC Advisors LLC | 129,491 | $1.52M | $1.46M | -$60,860.43 | -4% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 132,545 | $1.49M | $1.49M | $6,206.82 | 0.42% |
| CW Chung Wu Chung Wu Investment Group LLC | 6,000 | $65,520 | $67,620 | $2,100 | 3.21% |
| DN Daniel Newman Noble Wealth Management PBC | 3,191 | $36,933.1 | $35,962.57 | -$970.53 | -2.63% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 13,985 | $162,350.32 | $157,610.95 | -$4,739.37 | -2.92% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 28,070 | $326,067.52 | $319,998 | -$6,069.52 | -1.86% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 70,211 | $793,296.37 | $791,277.97 | -$2,018.4 | -0.25% |
| RFL Rossby Financial LLC Rossby Financial LLC | 360 | $4,108 | $4,057.2 | -$50.8 | -1.24% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 302,000 | $3.41M | $3.4M | -$2,148.4 | -0.06% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 628,111 | $7.08M | $7.08M | -$2,952.21 | -0.04% |
J. Kemp Sawers Uptown Financial Advisors LLC | 11,499 | $129,709 | $129,593.73 | -$115.27 | -0.09% |
David R. Hess Wealth Management Associates Inc. | 12,588 | $173,897.62 | $141,866.76 | -$32,030.86 | -18.42% |
Nicole Reese WPG Advisers LLC | 1 | $11.39 | $11.27 | -$0.12 | -1.05% |