| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elliot Kallen Prosperity Wealth Management, Inc. | 19,329 | $505,634 | $485,737.77 | -$19,896.23 | -3.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,236 | $127,811.02 | $131,842.48 | $4,031.46 | 3.15% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 49,033 | $1.21M | $1.24M | $26,246.17 | 2.17% |
Jon Deven Mouton CAP Partners, LLC | 17,346 | $431,732.49 | $437,639.58 | $5,907.09 | 1.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,460 | $35,828.43 | $36,792 | $963.57 | 2.69% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 71,440 | $1.82M | $1.79M | -$25,145.49 | -1.38% |
Chris Chatto Encompass More Asset Management | 14,294 | $365,950 | $358,922.34 | -$7,027.66 | -1.92% |
| FTM F. Thomas Mosley Mosley Wealth Management | 83,950 | $2.16M | $2.1M | -$53,469.25 | -2.48% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 16,398 | $425,789.24 | $410,933.88 | -$14,855.36 | -3.49% |
Lee Larson Everstar Asset Management, LLC | 10,270 | $262,912 | $258,801.95 | -$4,110.05 | -1.56% |
Curtis Harrell Tounjian Advisory Partners LLC | 5,564 | $142,440 | $139,433.84 | -$3,006.16 | -2.11% |
Howard Bailey Securities LLC Howard Bailey Securities LLC | 118,177 | $3.01M | $2.98M | -$31,383.23 | -1.04% |
Jefferson H. West Legacy Investment Solutions LLC | 6,127 | $160,651 | $153,646.17 | -$7,004.83 | -4.36% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 11,004 | $285,413.3 | $277,300.8 | -$8,112.5 | -2.84% |
| DN Daniel Newman Noble Wealth Management PBC | 14,684 | $380,516.17 | $367,981.04 | -$12,535.13 | -3.29% |
| FG Fabian Guerra Guerra Advisors Inc. | 6,171 | $162,052 | $155,755.42 | -$6,296.58 | -3.89% |
| RM Rich Mowrer Brookwood Investment Group LLC | 101,273 | $2.59M | $2.54M | -$50,094.73 | -1.94% |