| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sharon Allen Sterling Wealth Management, Inc. | 3,104 | $450,103.34 | $458,181.44 | $8,078.1 | 1.79% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 15,328 | $2.55M | $2.26M | -$287,399.68 | -11.27% |
Chris Chatto Encompass More Asset Management | 1,142 | $211,030 | $168,570.62 | -$42,459.38 | -20.12% |
David McNeely Darden Wealth Group Inc | 1,196 | $221,009 | $191,826.44 | -$29,182.56 | -13.2% |
Christopher Griffith Stablepoint Partners, LLC | 42,734 | $6.35M | $6.31M | -$40,419.07 | -0.64% |
Jonathan Chatfield LM Advisors LLC | 1,603 | $246,248.03 | $236,618.83 | -$9,629.2 | -3.91% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,687 | $311,747 | $249,018.07 | -$62,728.93 | -20.12% |
Alan Gilmore Private Wealth Management Group, LLC | 996 | $167,781.87 | $147,019.56 | -$20,762.31 | -12.37% |
David Novak Novak & Powell Financial Services, Inc. | 5,765 | $837,270.69 | $850,971.65 | $13,700.96 | 1.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 115,278 | $17.57M | $17.02M | -$551,328.74 | -3.14% |
Angela Mari Abich Financial Wealth Management LLC | 2,168 | $361,476.56 | $320,018.48 | -$41,458.08 | -11.47% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,296 | $563,546.73 | $519,218.88 | -$44,327.85 | -7.87% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,586 | $274,343.06 | $234,109.46 | -$40,233.6 | -14.67% |
| FTM F. Thomas Mosley Mosley Wealth Management | 384 | $64,424.99 | $56,682.24 | -$7,742.75 | -12.02% |
Ryan M Palmer Optimist Retirement Group LLC | 16,048 | $2.41M | $2.69M | $282,480.44 | 11.71% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,989 | $830,675.47 | $736,426.29 | -$94,249.18 | -11.35% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,214 | $353,211.85 | $326,808.54 | -$26,403.31 | -7.48% |
Brian Distler Lakeridge Wealth Management LLC | 1,317 | $243,358 | $194,402.37 | -$48,955.63 | -20.12% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 454 | $69,937.74 | $67,014.94 | -$2,922.8 | -4.18% |
Corey Saft Sivia Capital Partners, LLC | 10,693 | $1.57M | $1.58M | $9,688.25 | 0.62% |