| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 30,171 | $793,509 | $772,981.02 | -$20,527.98 | -2.59% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 5.56M | $146.33M | $142.55M | -$3.78M | -2.59% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 16,216 | $439,013.9 | $415,697.16 | -$23,316.74 | -5.31% |
D. Garet Strange Hobbs Group Advisors, LLC | 60,332 | $1.61M | $1.55M | -$64,471.72 | -4% |
Darin Pilacinski True Vision MN LLC | 28,364 | $794,935.43 | $726,685.68 | -$68,249.75 | -8.59% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 56,566 | $1.59M | $1.45M | -$141,665.23 | -8.9% |
Robert Santos Arrowroot Family Office, LLC | 83,294 | $2.21M | $2.14M | -$78,122.11 | -3.53% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,305 | $385,512.64 | $366,422.57 | -$19,090.07 | -4.95% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 164,753 | $4.35M | $4.22M | -$129,362.95 | -2.97% |
Todd Lunsford International Private Wealth Advisors LLC | 39,761 | $1.06M | $1.02M | -$38,751.18 | -3.67% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 15,501 | $409,946.76 | $397,058.11 | -$12,888.65 | -3.14% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 29,328 | $768,203.44 | $751,530 | -$16,673.44 | -2.17% |
Neisy Arnez Drucker Wealth 3.0, LLC | 85,485 | $2.27M | $2.19M | -$79,920.08 | -3.52% |
Nathan Edwards IMG Wealth Management, Inc. | 1,006 | $26,347.02 | $25,778.75 | -$568.27 | -2.16% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 12,121 | $318,537 | $310,600.62 | -$7,936.38 | -2.49% |
Laurel Steward Mattson Financial Services, LLC | 16,459 | $445,284.84 | $421,761.87 | -$23,522.97 | -5.28% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,711 | $44,982.52 | $43,844.37 | -$1,138.15 | -2.53% |
Gregory A. Brown Brown Financial Advisors | 22,751 | $597,820.05 | $582,994.37 | -$14,825.68 | -2.48% |
JAMES ELIOS Elios Financial Group Inc. | 10,398 | $296,075.65 | $266,448.75 | -$29,626.9 | -10.01% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 342 | $8,956.85 | $8,763.75 | -$193.1 | -2.16% |