| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brady Green GGM Financials LLC | 4,060 | $95,605.17 | $92,064.56 | -$3,540.61 | -3.7% |
Adam Stalnaker Rockport Wealth LLC | 10,331 | $234,805.1 | $234,265.76 | -$539.34 | -0.23% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 16,275 | $376,789 | $369,051.9 | -$7,737.1 | -2.05% |
David Millar Gen-Wealth Partners Inc | 4,040 | $93,405.03 | $91,821.93 | -$1,583.1 | -1.69% |
Jade Eagles WEALTHGARDEN F.S. LLC | 12,175 | $277,877.6 | $276,080.3 | -$1,797.3 | -0.65% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 10,544 | $242,056.8 | $239,095.74 | -$2,961.06 | -1.22% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 10,086 | $230,304 | $228,710.14 | -$1,593.86 | -0.69% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 40,473 | $942,351 | $917,765.75 | -$24,585.25 | -2.61% |
JAMES ELIOS Elios Financial Group Inc. | 59,823 | $1.42M | $1.36M | -$66,638.78 | -4.68% |
Andrew Snider Maiden Cove Capital, LLC | 15,366 | $349,544.49 | $348,439.42 | -$1,105.07 | -0.32% |
Five Pine Wealth Management Five Pine Wealth Management | 14,207 | $324,225.06 | $322,001.65 | -$2,223.41 | -0.69% |
Millstone Evans Group LLC Millstone Evans Group LLC | 3,209 | $75,042 | $72,635.71 | -$2,406.29 | -3.21% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 20,209 | $460,309.89 | $458,259.28 | -$2,050.61 | -0.45% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 33,753 | $777,874.31 | $763,999.15 | -$13,875.16 | -1.78% |
Jason D. Finley Finley Financial LLC | 10,850 | $245,753 | $246,034.6 | $281.6 | 0.11% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 28,287 | $647,757.64 | $641,436.01 | -$6,321.63 | -0.98% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 29,664 | $685,989.57 | $672,660.86 | -$13,328.71 | -1.94% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 9,824 | $226,753.24 | $223,281.84 | -$3,471.4 | -1.53% |
Archer Investment Management LLC Archer Investment Management LLC | 79,609 | $1.84M | $1.81M | -$36,754.07 | -2% |
| BM Boulos Michael TME Financial Inc. | 9,081 | $210,232 | $205,920.76 | -$4,311.24 | -2.05% |