| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Gort Quest 10 Wealth Builders, Inc. | 12,928 | $324,225.52 | $324,622.08 | $396.56 | 0.12% |
Gregory A. Brown Brown Financial Advisors | 31,669 | $820,665.57 | $799,958.94 | -$20,706.63 | -2.52% |
JAMES ELIOS Elios Financial Group Inc. | 61,692 | $1.61M | $1.55M | -$62,112.25 | -3.86% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 56,094 | $1.38M | $1.41M | $31,070.33 | 2.25% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 19,733 | $515,060.64 | $495,495.63 | -$19,565.01 | -3.8% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 202,919 | $5.19M | $5.1M | -$90,175.92 | -1.74% |
Novus Advisors LLC Novus Advisors LLC | 10,967 | $281,540.37 | $275,381.37 | -$6,159 | -2.19% |
Nate Raabe Rx3 Growth Partners | 1.42M | $35.66M | $35.67M | $9,352.98 | 0.03% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 12,632 | $316,936.97 | $317,189.52 | $252.55 | 0.08% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 2.53M | $65.16M | $63.53M | -$1.63M | -2.51% |
Cliff Shum Shum Financial Group Inc. | 22,870 | $581,475.14 | $574,265.7 | -$7,209.44 | -1.24% |
Smart Wealth LLC Smart Wealth LLC | 16,924 | $431,898 | $424,792.4 | -$7,105.6 | -1.65% |
Jefferson H. West Legacy Investment Solutions LLC | 105 | $2,677 | $2,636.55 | -$40.45 | -1.51% |
Matthew D. Copley Copley Financial Group Inc. | 176,811 | $4.6M | $4.43M | -$163,380.64 | -3.55% |
Stephen A. Greco Pandora Wealth Inc. | 50 | $1,277 | $1,255.5 | -$21.5 | -1.68% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 1,819 | $45,457 | $45,675.09 | $218.09 | 0.48% |
Patrick Byrne Aspetuck Financial Management LLC | 118,943 | $2.97M | $2.98M | $9,515.54 | 0.32% |
Tandem Financial LLC Tandem Financial LLC | 38,846 | $995,235.06 | $975,811.52 | -$19,423.54 | -1.95% |
VestGen Advisors LLC VestGen Advisors LLC | 8,060 | $205,056.82 | $202,064.2 | -$2,992.62 | -1.46% |
Grant Reeves CVFG LLC | 158,186 | $4M | $3.97M | -$32,444.35 | -0.81% |