| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WL Wealthcollab LLC WealthCollab, LLC | 3,690 | $94,611.96 | $92,840.4 | -$1,771.56 | -1.87% |
Kayla Tweedy JBR Co Financial Management Inc | 133,412 | $3.41M | $3.35M | -$58,640.93 | -1.72% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 95,885 | $2.41M | $2.41M | $1,149.19 | 0.05% |
Janice M. Powell Diversify Advisory Services, LLC | 33,751 | $849,522 | $849,175.16 | -$346.84 | -0.04% |
Gillian Curran Prospect Financial Group LLC | 63,072 | $1.58M | $1.59M | $10,232.86 | 0.65% |
Todd Lunsford International Private Wealth Advisors LLC | 77,205 | $1.98M | $1.94M | -$33,430.22 | -1.69% |
Jennifer Quire Wrenne Financial Planning LLC | 63,191 | $1.62M | $1.59M | -$29,301.97 | -1.81% |
Jade Eagles WEALTHGARDEN F.S. LLC | 24,755 | $618,728.92 | $621,598.05 | $2,869.13 | 0.46% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 11,549 | $295,927.79 | $289,995.39 | -$5,932.4 | -2% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 195,750 | $4.89M | $4.92M | $23,490.41 | 0.48% |
Beth Steinhaus Breakwater Investment Management | 123,141 | $3.13M | $3.09M | -$42,834.42 | -1.37% |
Kara Lilian Lynx Investment Advisory | 27,884 | $714,669.7 | $700,167.24 | -$14,502.46 | -2.03% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 33,751 | $852,975.01 | $847,487.61 | -$5,487.4 | -0.64% |
| FFL Farrell Financial LLC Farrell Financial LLC | 25,499 | $644,339.28 | $640,279.89 | -$4,059.39 | -0.63% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 13,871 | $350,505.97 | $348,300.81 | -$2,205.16 | -0.63% |
Nathan Edwards IMG Wealth Management, Inc. | 1,359 | $33,961.18 | $34,192.44 | $231.26 | 0.68% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 8,027 | $208,521.09 | $201,236.89 | -$7,284.2 | -3.49% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2.82M | $72.53M | $70.89M | -$1.64M | -2.26% |
Laurel Steward Mattson Financial Services, LLC | 27,763 | $700,818.34 | $697,128.93 | -$3,689.41 | -0.53% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,600 | $221,450 | $215,946 | -$5,504 | -2.49% |