| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
REAP Financial Group LLC REAP Financial Group LLC | 7,515 | $201,798.1 | $177,128.55 | -$24,669.55 | -12.22% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 12,875 | $298,239.27 | $305,781.25 | $7,541.98 | 2.53% |
| MWG Martin Worley Group Martin Worley Group | 14,114 | $321,375.5 | $331,749.57 | $10,374.07 | 3.23% |
VestGen Advisors LLC VestGen Advisors LLC | 126,252 | $3.59M | $2.97M | -$617,182.39 | -17.21% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,497 | $60,163.72 | $58,866.77 | -$1,296.95 | -2.16% |
Allyson Mickool Florida Financial Advisors LLC | 15,075 | $410,789.13 | $356,373 | -$54,416.13 | -13.25% |
| CAL Caxton Associates LLP Caxton Associates LLP | 46,204 | $1.14M | $1.09M | -$51,055 | -4.48% |
Elizabeth Arce Sovran Advisors LLC | 41,306 | $912,724.6 | $975,337.92 | $62,613.32 | 6.86% |
Westmount Partners LLC Westmount Partners LLC | 18,856 | $349,844.53 | $446,132.96 | $96,288.43 | 27.52% |
| EJK Edward J. King Graney & King LLC | 11,154 | $255,125.02 | $263,401.71 | $8,276.69 | 3.24% |
| PB Paul Barry Stark Wealth Management LLC | 14,595 | $372,367.69 | $341,960.85 | -$30,406.84 | -8.17% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 8,122 | $168,314.82 | $191,760.42 | $23,445.6 | 13.93% |
Bradley Wilson Crews Bank & Trust | 28,925 | $699,169.18 | $683,208.5 | -$15,960.68 | -2.28% |
| RN Ron New Whipplewood Advisors LLC | 1,894 | $48,260.54 | $44,736.28 | -$3,524.26 | -7.3% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 17,789 | $405,054.79 | $420,709.85 | $15,655.06 | 3.86% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 12,192 | $280,988.69 | $285,963.36 | $4,974.67 | 1.77% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 10,262 | $289,811 | $242,183.2 | -$47,627.8 | -16.43% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 19,101 | $462,322.46 | $454,603.8 | -$7,718.66 | -1.67% |
| MM Michael McCracken MFG Wealth Management Inc. | 117,955 | $2.69M | $2.79M | $101,485.19 | 3.78% |
George Hall II One8Zero8 LLC | 13,265 | $315,369.57 | $313,584.6 | -$1,784.97 | -0.57% |