| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Lunsford International Private Wealth Advisors LLC | 82,443 | $2.11M | $2.09M | -$27,220.58 | -1.29% |
Jennifer Quire Wrenne Financial Planning LLC | 38,669 | $990,228.22 | $978,232.89 | -$11,995.33 | -1.21% |
Jade Eagles WEALTHGARDEN F.S. LLC | 24,800 | $619,853.47 | $627,380.48 | $7,527.01 | 1.21% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 12,462 | $319,300.59 | $315,258.69 | -$4,041.9 | -1.27% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 195,750 | $4.89M | $4.95M | $60,682.91 | 1.24% |
Beth Steinhaus Breakwater Investment Management | 96,049 | $2.44M | $2.43M | -$12,245.83 | -0.5% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 5 | $128.03 | $126.47 | -$1.56 | -1.22% |
Kara Lilian Lynx Investment Advisory | 29,556 | $756,620.16 | $747,607.2 | -$9,012.96 | -1.19% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,878 | $252,085 | $249,913.4 | -$2,171.6 | -0.86% |
| FFL Farrell Financial LLC Farrell Financial LLC | 25,499 | $644,339.28 | $645,634.68 | $1,295.4 | 0.2% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 14,504 | $366,324.63 | $366,872.88 | $548.25 | 0.15% |
Matthew Richmond Richmond Investment Services, LLC | 14,607 | $375,701.8 | $369,478.22 | -$6,223.58 | -1.66% |
Nathan Edwards IMG Wealth Management, Inc. | 1,359 | $33,961.18 | $34,375.9 | $414.72 | 1.22% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 20,026 | $518,481.75 | $506,657.8 | -$11,823.95 | -2.28% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2.82M | $72.53M | $71.29M | -$1.24M | -1.72% |
Laurel Steward Mattson Financial Services, LLC | 27,763 | $700,818.34 | $702,378.91 | $1,560.57 | 0.22% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,600 | $221,450 | $217,537 | -$3,913 | -1.77% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 13,086 | $328,173.94 | $331,064.02 | $2,890.08 | 0.88% |
Gregory A. Brown Brown Financial Advisors | 49,607 | $1.28M | $1.26M | -$29,844.82 | -2.32% |
JAMES ELIOS Elios Financial Group Inc. | 61,692 | $1.61M | $1.56M | -$50,390.77 | -3.13% |