| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Diane Collins Rovin Capital /UT/ /ADV | 35,075 | $1.54M | $1.55M | $11,908.17 | 0.77% |
Able Financial Group LLC ABLE Financial Group, LLC | 75,534 | $3.39M | $3.34M | -$54,462.03 | -1.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,068 | $47,227 | $47,216.28 | -$10.72 | -0.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 195,993 | $8.82M | $8.67M | -$153,856.85 | -1.74% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 42,058 | $1.88M | $1.86M | -$24,654.67 | -1.31% |
Chris Chatto Encompass More Asset Management | 32,874 | $1.46M | $1.45M | -$5,917.46 | -0.41% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,747 | $390,116 | $386,836.07 | -$3,279.93 | -0.84% |
Sherod Bigelow Seros Financial LLC | 102,845 | $4.67M | $4.55M | -$117,926.83 | -2.53% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 22,104 | $989,381.44 | $977,438.88 | -$11,942.56 | -1.21% |
| CWM Copia Wealth Management Copia Wealth Management | 1,392 | $62,084 | $61,554.1 | -$529.9 | -0.85% |