| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 53,449 | $1.19M | $1.15M | -$33,611.23 | -2.83% |
Kings Path Partners LLC Kings Path Partners LLC | 6,949 | $155,925.54 | $149,924.67 | -$6,000.87 | -3.85% |
Carmen McClennon WR Wealth Planners, LLC | 600 | $13,470.07 | $12,945 | -$525.07 | -3.9% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 161,516 | $3.59M | $3.49M | -$102,417.27 | -2.85% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 21,496 | $473,335.51 | $464,636.04 | -$8,699.47 | -1.84% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 23,077 | $509,688.35 | $498,347.81 | -$11,340.54 | -2.22% |
Ameriflex Group Inc. Ameriflex Group Inc. | 8,631 | $192,816.5 | $186,256.98 | -$6,559.52 | -3.4% |
| RM Rich Mowrer Brookwood Investment Group LLC | 14,281 | $318,308.81 | $308,326.79 | -$9,982.02 | -3.14% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 80,200 | $1.77M | $1.73M | -$33,283 | -1.88% |