| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wesley W. Melbrod M Wealth Management, LLC | 278,293 | $10.97M | $10.89M | -$76,608.99 | -0.7% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,872 | $352,036 | $347,205.72 | -$4,830.28 | -1.37% |
Carmen McClennon WR Wealth Planners, LLC | 115 | $4,761 | $4,501.67 | -$259.33 | -5.45% |
Chris Bulman Inc. Chris Bulman Inc | 5,553 | $223,508.5 | $217,344.42 | -$6,164.08 | -2.76% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 42,338 | $1.7M | $1.66M | -$46,496.24 | -2.73% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 113 | $4,450.74 | $4,423.38 | -$27.36 | -0.61% |
Nathan White Paragon Capital Management Inc. | 96,608 | $4.4M | $3.78M | -$616,080.94 | -14.01% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 14,882 | $601,993.94 | $583,820.86 | -$18,173.08 | -3.02% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 16,226 | $667,589.46 | $636,545.98 | -$31,043.48 | -4.65% |
| PS Paula Spurgeon BankPlus Trust Department | 28 | $1,103 | $1,098.44 | -$4.56 | -0.41% |
VestGen Advisors LLC VestGen Advisors LLC | 23,155 | $936,565.18 | $908,139.1 | -$28,426.08 | -3.04% |
Westmount Partners LLC Westmount Partners LLC | 12,529 | $500,437.14 | $491,387.38 | -$9,049.76 | -1.81% |
| EJK Edward J. King Graney & King LLC | 26 | $1,033 | $1,019.72 | -$13.28 | -1.29% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 168,226 | $6.65M | $6.6M | -$49,220.39 | -0.74% |
| JS Jeffrey Socha Entrewealth LLC | 102,220 | $4.19M | $4.01M | -$175,950.7 | -4.2% |
| PBS P. Brian Saxton Saiph Capital LLC | 7,412 | $299,547.96 | $290,587.46 | -$8,960.5 | -2.99% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 7,850 | $314,531.67 | $307,759.25 | -$6,772.42 | -2.15% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 96,976 | $3.86M | $3.8M | -$53,922.43 | -1.4% |
| DC David Cantor LongView Asset Management LLC | 5,361 | $216,088.32 | $210,178 | -$5,910.32 | -2.74% |
Crux Wealth Advisors Crux Wealth Advisors | 13,052 | $514,162.57 | $511,703.66 | -$2,458.91 | -0.48% |