| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 3,214 | $519,614.41 | $473,438.27 | -$46,176.14 | -8.89% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,647 | $443,711.22 | $394,747.11 | -$48,964.11 | -11.04% |
Kennedy James Axecap Investments, LLC | 9,394 | $1.61M | $1.4M | -$212,809.7 | -13.19% |
Argentarii LLC Argentarii, LLC | 5,345 | $896,089.33 | $801,910.35 | -$94,178.98 | -10.51% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 3,494 | $513,417.3 | $521,095.16 | $7,677.86 | 1.5% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 29,842 | $4.54M | $4.45M | -$86,127.44 | -1.9% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,950 | $483,749.54 | $439,933.5 | -$43,816.04 | -9.06% |
Kings Path Partners LLC Kings Path Partners LLC | 276 | $45,407.85 | $41,159.88 | -$4,247.97 | -9.36% |
Kelly Dixon Cannon Financial Strategists, Inc. | 7,509 | $1.22M | $1.11M | -$116,998.92 | -9.57% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 15,683 | $2.27M | $2.31M | $44,964.73 | 1.98% |
Neisy Arnez Drucker Wealth 3.0, LLC | 17,809 | $2.79M | $2.64M | -$158,718.02 | -5.68% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 1,691 | $277,104.09 | $249,092.75 | -$28,011.34 | -10.11% |
Andrew Bowers BridgePort Financial Solutions, LLC | 4,166 | $640,136.9 | $625,087.47 | -$15,049.43 | -2.35% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 21,570 | $3.35M | $3.18M | -$175,359.55 | -5.23% |
Carmen McClennon WR Wealth Planners, LLC | 12,508 | $1.89M | $1.87M | -$16,306.8 | -0.86% |
Craig Small Symphony Financial Services, Inc. | 3,361 | $549,025.9 | $502,940.04 | -$46,085.86 | -8.39% |
Matthew Richmond Richmond Investment Services, LLC | 2,402 | $375,542.75 | $353,322.19 | -$22,220.56 | -5.92% |
Nathan Edwards IMG Wealth Management, Inc. | 646 | $103,704.28 | $95,769.5 | -$7,934.78 | -7.65% |
David A Rozenson Fairscale Capital, LLC | 1,384 | $229,897.33 | $204,998.08 | -$24,899.25 | -10.83% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 6,476 | $1.05M | $953,947.18 | -$99,973.27 | -9.49% |