| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 16,469 | $221,946.31 | $201,415.87 | -$20,530.44 | -9.25% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 198,552 | $2.5M | $2.43M | -$67,309.13 | -2.7% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 217,408 | $3.26M | $2.66M | -$600,838.63 | -18.43% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,648 | $49,212.94 | $45,253.44 | -$3,959.5 | -8.05% |
Kevin Kroskey True Wealth Design LLC | 902,354 | $12.15M | $11.04M | -$1.11M | -9.16% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 21,977 | $290,533.68 | $272,075.26 | -$18,458.42 | -6.35% |
Scott Boyce Decker Retirement Planning Inc. | 755 | $9,639 | $9,233.65 | -$405.35 | -4.21% |
Amber Baker NDVR, Inc. | 16,052 | $212,467.69 | $196,315.96 | -$16,151.73 | -7.6% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,519 | $147,064 | $142,259.65 | -$4,804.35 | -3.27% |
Kyle Jones Pineridge Advisors LLC | 68 | $899.64 | $831.64 | -$68 | -7.56% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 197 | $2,657.52 | $2,409.31 | -$248.21 | -9.34% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,639 | $33,697 | $32,736.79 | -$960.21 | -2.85% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 384,111 | $5.08M | $4.7M | -$384,133.71 | -7.56% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 481,039 | $6.37M | $5.88M | -$491,427.35 | -7.71% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 22 | $270.04 | $269.06 | -$0.98 | -0.36% |