| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Geoffrey A. Frazier Global Financial Private Client, LLC | 10,765 | $278,891.45 | $263,204.25 | -$15,687.2 | -5.62% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 28,803 | $754,227.48 | $704,665.39 | -$49,562.09 | -6.57% |
Neisy Arnez Drucker Wealth 3.0, LLC | 109,507 | $2.9M | $2.67M | -$233,614.08 | -8.05% |
Nathan Edwards IMG Wealth Management, Inc. | 1,006 | $26,347.02 | $24,556.46 | -$1,790.56 | -6.8% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 12,121 | $318,537 | $296,540.26 | -$21,996.74 | -6.91% |
Laurel Steward Mattson Financial Services, LLC | 17,446 | $470,601.39 | $427,165.31 | -$43,436.08 | -9.23% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,048 | $27,618.66 | $25,607.88 | -$2,010.78 | -7.28% |
Gregory A. Brown Brown Financial Advisors | 24,350 | $639,761.85 | $596,575 | -$43,186.85 | -6.75% |
JAMES ELIOS Elios Financial Group Inc. | 10,398 | $296,075.65 | $254,127.12 | -$41,948.53 | -14.17% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 342 | $8,956.85 | $8,346.51 | -$610.34 | -6.81% |
High Probability Advisors LLC High Probability Advisors LLC | 454,386 | $12.79M | $11.12M | -$1.67M | -13.07% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 265,149 | $6.96M | $6.49M | -$476,161.71 | -6.84% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 38,047 | $999,986.46 | $928,346.8 | -$71,639.66 | -7.16% |
Millstone Evans Group LLC Millstone Evans Group LLC | 26 | $701 | $635.83 | -$65.17 | -9.3% |
Novus Advisors LLC Novus Advisors LLC | 36,380 | $959,686.93 | $889,672.9 | -$70,014.03 | -7.3% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 3 | $79 | $73.06 | -$5.94 | -7.52% |
Tory Parke Three Seasons Wealth LLC | 11,957 | $314,350.06 | $292,408.43 | -$21,941.63 | -6.98% |
Smart Wealth LLC Smart Wealth LLC | 24,167 | $633,903 | $591,970.66 | -$41,932.34 | -6.61% |
Jefferson H. West Legacy Investment Solutions LLC | 79 | $2,173.75 | $1,928.78 | -$244.97 | -11.27% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 23,067 | $617,655.66 | $563,180.8 | -$54,474.86 | -8.82% |