| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 10,606 | $411,736 | $411,830.98 | $94.98 | 0.02% |
Taylor Faw Strathmore Capital Advisors, Inc. | 23,850 | $949,230 | $926,095.5 | -$23,134.5 | -2.44% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 8,194 | $323,417 | $318,173.02 | -$5,243.98 | -1.62% |
Venkatram Krishnamurthy V2 Financial group LLC | 172,117 | $6.92M | $6.67M | -$250,576.13 | -3.62% |
| HAS Hayley A. Snell LRI Investments, LLC | 66 | $2,598 | $2,558.16 | -$39.84 | -1.53% |
Jade Eagles WEALTHGARDEN F.S. LLC | 7,205 | $289,699.89 | $279,265.8 | -$10,434.09 | -3.6% |
Wesley W. Melbrod M Wealth Management, LLC | 284,278 | $11.21M | $11.02M | -$186,609.31 | -1.67% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,606 | $419,351.69 | $411,088.56 | -$8,263.13 | -1.97% |
Carmen McClennon WR Wealth Planners, LLC | 115 | $4,761 | $4,457.4 | -$303.6 | -6.38% |
Chris Bulman Inc. Chris Bulman Inc | 5,553 | $223,508.5 | $215,234.28 | -$8,274.22 | -3.7% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 44,951 | $1.81M | $1.74M | -$62,853.91 | -3.48% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 113 | $4,450.74 | $4,379.88 | -$70.86 | -1.59% |
Nathan White Paragon Capital Management Inc. | 100,125 | $4.54M | $3.88M | -$655,771.64 | -14.46% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 16,195 | $666,306.06 | $627,151.37 | -$39,154.69 | -5.88% |
| PS Paula Spurgeon BankPlus Trust Department | 28 | $1,103 | $1,085.28 | -$17.72 | -1.61% |
VestGen Advisors LLC VestGen Advisors LLC | 21,684 | $876,886.5 | $839,712.9 | -$37,173.6 | -4.24% |
Westmount Partners LLC Westmount Partners LLC | 12,529 | $500,437.14 | $485,624.04 | -$14,813.1 | -2.96% |
| EJK Edward J. King Graney & King LLC | 26 | $1,033 | $1,009.58 | -$23.42 | -2.27% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 180,465 | $7.13M | $7.01M | -$122,661.52 | -1.72% |
| JS Jeffrey Socha Entrewealth LLC | 104,795 | $4.28M | $4.07M | -$214,640.07 | -5.01% |