| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weiskind Fairway Wealth LLC | 1,906 | $118,191.64 | $118,238.71 | $47.07 | 0.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 437 | $27,457 | $27,098.37 | -$358.63 | -1.31% |
Bray Creech Joel Adams & Associates, Inc. | 5,343 | $331,314.41 | $331,453 | $138.59 | 0.04% |
Bruce Barton Parkworth Wealth Management, Inc. | 5,009 | $313,093.21 | $310,608.09 | -$2,485.12 | -0.79% |
| FFL Farrell Financial LLC Farrell Financial LLC | 15,544 | $977,812.02 | $964,427.48 | -$13,384.54 | -1.37% |
Neisy Arnez Drucker Wealth 3.0, LLC | 4,958 | $311,965.17 | $307,643.9 | -$4,321.27 | -1.39% |
Mark Albers Verus Wealth Management LLC | 8,340 | $522,773.45 | $517,080 | -$5,693.45 | -1.09% |
Kay Dee Cole Clarity Wealth Development LLC | 14,739 | $922,482.26 | $915,512.98 | -$6,969.28 | -0.76% |
Lyn Dippel Curio Wealth LLC | 11,017 | $698,470.95 | $684,320.95 | -$14,150 | -2.03% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,567 | $221,118.39 | $221,564.2 | $445.81 | 0.2% |
Crux Wealth Advisors Crux Wealth Advisors | 6,206 | $393,647.19 | $385,392.6 | -$8,254.59 | -2.1% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 3,861 | $239,342.99 | $239,768.1 | $425.11 | 0.18% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 3,425 | $215,193 | $212,641.12 | -$2,551.88 | -1.19% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 79,748 | $5.01M | $4.95M | -$58,614.94 | -1.17% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 5,178 | $329,476.14 | $321,450.24 | -$8,025.9 | -2.44% |