| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Barton Parkworth Wealth Management, Inc. | 1,042 | $83,673.12 | $82,323.21 | -$1,349.91 | -1.61% |
Dodd Disler Sagace Wealth Management LLC | 116,544 | $9.45M | $9.21M | -$243,824.76 | -2.58% |
Grant Carroll Strategic Financial Partners, Ltd. | 72,289 | $5.86M | $5.71M | -$143,895.99 | -2.46% |
Kara Lilian Lynx Investment Advisory | 51,033 | $4.22M | $4.04M | -$182,864.04 | -4.34% |
Brett Upper Tide Cove Capital Partners LLC | 62,425 | $4.96M | $4.92M | -$38,503.68 | -0.78% |
David Graham American Family Investments, Inc. | 5.01M | $415.45M | $394.97M | -$20.48M | -4.93% |
Argentarii LLC Argentarii, LLC | 3,449 | $285,311.46 | $272,815.9 | -$12,495.56 | -4.38% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 6,625 | $539,035.74 | $523,640 | -$15,395.74 | -2.86% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 132,193 | $11.04M | $10.45M | -$587,908.26 | -5.33% |
Kings Path Partners LLC Kings Path Partners LLC | 184 | $15,208 | $14,510.24 | -$697.76 | -4.59% |
| FFL Farrell Financial LLC Farrell Financial LLC | 109,291 | $8.93M | $8.64M | -$291,390.62 | -3.26% |
Neisy Arnez Drucker Wealth 3.0, LLC | 62,368 | $5.2M | $4.92M | -$285,092.28 | -5.48% |
Andrew Bowers BridgePort Financial Solutions, LLC | 24,199 | $1.99M | $1.91M | -$82,156.99 | -4.12% |
Carmen McClennon WR Wealth Planners, LLC | 83 | $6,685.02 | $6,555.75 | -$129.27 | -1.93% |
David A Rozenson Fairscale Capital, LLC | 1,184 | $97,893.5 | $93,382.08 | -$4,511.42 | -4.61% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 19,313 | $1.53M | $1.53M | -$9,305.16 | -0.61% |
Rana Choubah Meridian Financial Advisors, LLC | 12,609 | $1.01M | $996,237.09 | -$15,556.34 | -1.54% |
David Van Overeem RMR Capital Management, LLC | 29,427 | $2.38M | $2.33M | -$57,935.19 | -2.43% |
Barry Carpenter Cascades Capital Asset Management, LLC | 7,644 | $632,503.11 | $604,181.76 | -$28,321.35 | -4.48% |
JAMES ELIOS Elios Financial Group Inc. | 2,537 | $212,422.99 | $200,423 | -$11,999.99 | -5.65% |