| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 654 | $70,246.31 | $68,964.3 | -$1,282.01 | -1.83% |
Kara Lilian Lynx Investment Advisory | 9,329 | $1.02M | $984,349.43 | -$30,989.29 | -3.05% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,913 | $211,143.07 | $201,773.67 | -$9,369.4 | -4.44% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,584 | $726,209.16 | $693,920.68 | -$32,288.48 | -4.45% |
Kings Path Partners LLC Kings Path Partners LLC | 1,300 | $138,893.49 | $136,948.5 | -$1,944.99 | -1.4% |
Kelly Dixon Cannon Financial Strategists, Inc. | 25,506 | $2.75M | $2.69M | -$65,744.2 | -2.39% |
| FFL Farrell Financial LLC Farrell Financial LLC | 6,861 | $715,810.09 | $724,109.94 | $8,299.85 | 1.16% |
Carmen McClennon WR Wealth Planners, LLC | 157 | $16,863.5 | $16,543.87 | -$319.63 | -1.9% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,570 | $381,204.8 | $376,777.8 | -$4,427 | -1.16% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 8,279 | $889,905.33 | $871,364.75 | -$18,540.58 | -2.08% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,626 | $387,235.15 | $380,077.32 | -$7,157.83 | -1.85% |
Eric Schmid Ted Buchan & Co | 148,331 | $16.09M | $15.63M | -$465,253.36 | -2.89% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 244 | $26,054 | $25,724.92 | -$329.08 | -1.26% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 96,317 | $10.62M | $10.14M | -$483,755.42 | -4.55% |
David Maddux Brightwater Advisory LLC | 50,451 | $5.42M | $5.31M | -$108,269.91 | -2% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,962 | $533,353.99 | $523,639.86 | -$9,714.13 | -1.82% |
Teresa Coleman Creekside Partners | 2,718 | $290,237.38 | $286,952.85 | -$3,284.53 | -1.13% |
Matthew Riley Hickory Point Bank & Trust | 2,721 | $290,135.83 | $286,902.24 | -$3,233.59 | -1.11% |
Seneschal Advisors LLC Seneschal Advisors LLC | 491 | $54,610 | $51,775.95 | -$2,834.05 | -5.19% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 1,995 | $219,932.8 | $210,402.67 | -$9,530.13 | -4.33% |