| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 116 | $23,756.03 | $15,069.56 | -$8,686.47 | -36.57% |
REAP Financial Group LLC REAP Financial Group LLC | 940 | $154,747.1 | $120,649 | -$34,098.1 | -22.03% |
Brian Griffin Friday Financial | 1,534 | $211,799 | $206,238.63 | -$5,560.37 | -2.63% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 4,033 | $655,895.35 | $529,169.93 | -$126,725.42 | -19.32% |
Manuka Financial LLC Manuka Financial LLC | 3,000 | $501,126.15 | $403,410 | -$97,716.15 | -19.5% |
Tandem Financial LLC Tandem Financial LLC | 2,318 | $393,118.07 | $311,736.23 | -$81,381.84 | -20.7% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 10,086 | $1.8M | $1.31M | -$490,057.39 | -27.18% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 1,464 | $211,085 | $196,922.64 | -$14,162.36 | -6.71% |
VestGen Advisors LLC VestGen Advisors LLC | 42,289 | $10.3M | $5.69M | -$4.61M | -44.75% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 2,360 | $391,598.51 | $305,513.8 | -$86,084.71 | -21.98% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 14,876 | $2.29M | $1.93M | -$362,366.59 | -15.79% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 595 | $99,231 | $76,383.12 | -$22,847.88 | -23.02% |
Mark T. Williams InvesTrust | 12,520 | $2.09M | $1.62M | -$465,799.42 | -22.32% |
Allyson Mickool Florida Financial Advisors LLC | 5,232 | $818,693.68 | $679,008.96 | -$139,684.72 | -17.06% |
Grant Reeves CVFG LLC | 5,866 | $962,426.82 | $759,383.03 | -$203,043.79 | -21.1% |
| CAL Caxton Associates LLP Caxton Associates LLP | 2,318 | $651,914.32 | $298,187.52 | -$353,726.8 | -54.26% |
Scott Arwin Ring Mountain Capital LLC | 1,503 | $407,179.78 | $201,462.12 | -$205,717.66 | -50.52% |
Elizabeth Arce Sovran Advisors LLC | 15,674 | $2.31M | $2.02M | -$284,953.32 | -12.36% |
Westmount Partners LLC Westmount Partners LLC | 19,689 | $1.81M | $2.56M | $746,668.67 | 41.17% |
| EJK Edward J. King Graney & King LLC | 229 | $33,689.3 | $29,724.2 | -$3,965.1 | -11.77% |