| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kara Lilian Lynx Investment Advisory | 9,260 | $672,398.94 | $663,849.4 | -$8,549.54 | -1.27% |
| AL Argentarii LLC Argentarii, LLC | 4,567 | $386,221.82 | $327,408.23 | -$58,813.59 | -15.23% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 47,296 | $3.69M | $3.39M | -$298,186.74 | -8.08% |
| KH Kerri Hicken FULLCIRCLE WEALTH LLC | 2,799 | $264,981 | $200,660.31 | -$64,320.69 | -24.27% |
| YYW YANG YANG WU GCQ FUNDS MANAGEMENT PTY Ltd | 1.46M | $118.49M | $104.83M | -$13.66M | -11.53% |
| FL Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 15,985 | $1.47M | $1.15M | -$323,315.63 | -22% |
| NA Neisy Arnez Drucker Wealth 3.0, LLC | 2,934 | $211,095 | $210,338.46 | -$756.54 | -0.36% |
| CM Carmen McClennon WR Wealth Planners, LLC | 520 | $38,340.94 | $37,278.8 | -$1,062.14 | -2.77% |
| NE Nathan Edwards IMG Wealth Management, Inc. | 1,679 | $156,818.47 | $120,367.51 | -$36,450.96 | -23.24% |
| DAR David A Rozenson Fairscale Capital, LLC | 829 | $70,887.61 | $59,431.01 | -$11,456.6 | -16.16% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 8,077 | $541,864.91 | $579,040.13 | $37,175.22 | 6.86% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,784 | $200,254 | $199,584.96 | -$669.04 | -0.33% |
| ES Eric Schmid Ted Buchan & Co | 15,729 | $1.3M | $1.13M | -$175,669.05 | -13.48% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 12,926 | $931,246.76 | $926,664.94 | -$4,581.82 | -0.49% |
| GR Greg Reidy Granite FO LLC | 1,055 | $79,293 | $75,632.95 | -$3,660.05 | -4.62% |
| JG John Gallagher Gallagher Capital Advisors, LLC | 16,131 | $1.18M | $1.16M | -$18,872.92 | -1.61% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 3,760 | $259,876.88 | $269,554.4 | $9,677.52 | 3.72% |
| MLK Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 12,461 | $1.16M | $893,329.09 | -$264,947.35 | -22.87% |
| BG Bryan Gort Quest 10 Wealth Builders, Inc. | 161 | $10,813.27 | $11,542.09 | $728.82 | 6.74% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 2,958 | $275,981.38 | $212,059.02 | -$63,922.36 | -23.16% |