| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Wheadon Transce3nd, LLC | 201 | $12,028 | $11,728.35 | -$299.65 | -2.49% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 1,850 | $110,649 | $107,947.5 | -$2,701.5 | -2.44% |
Michael Dziura Westfuller Advisors, LLC | 5,963 | $353,499.2 | $347,941.05 | -$5,558.15 | -1.57% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 60,528 | $3.66M | $3.53M | -$125,310.74 | -3.43% |
Beth Steinhaus Breakwater Investment Management | 19,379 | $1.15M | $1.13M | -$18,637.96 | -1.62% |
Bruce Barton Parkworth Wealth Management, Inc. | 4,007 | $233,419.12 | $233,808.45 | $389.33 | 0.17% |
Kara Lilian Lynx Investment Advisory | 22,420 | $1.32M | $1.31M | -$14,125 | -1.07% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 476,333 | $28.19M | $27.79M | -$396,264.61 | -1.41% |
Kings Path Partners LLC Kings Path Partners LLC | 284,280 | $16.71M | $16.59M | -$121,384.27 | -0.73% |
David Archibald Squire Investment Management Company, LLC | 256,311 | $15.19M | $14.96M | -$229,417.92 | -1.51% |
Andrew Bowers BridgePort Financial Solutions, LLC | 4,232 | $254,039.26 | $246,937.2 | -$7,102.06 | -2.8% |
Carmen McClennon WR Wealth Planners, LLC | 390 | $22,288.55 | $22,756.5 | $467.95 | 2.1% |
Nathan Edwards IMG Wealth Management, Inc. | 14 | $826 | $817.88 | -$8.12 | -0.98% |
David A Rozenson Fairscale Capital, LLC | 4,310 | $255,842 | $251,790.2 | -$4,051.8 | -1.58% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 16,029 | $953,623.46 | $935,292.15 | -$18,331.31 | -1.92% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 4,149 | $248,270 | $242,094.15 | -$6,175.85 | -2.49% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 7,634 | $454,586.12 | $445,443.9 | -$9,142.22 | -2.01% |
Barry Carpenter Cascades Capital Asset Management, LLC | 42,625 | $2.54M | $2.49M | -$45,391.34 | -1.79% |
Taryn Anderson YANKCOM Partnership | 230 | $13,783.92 | $13,420.5 | -$363.42 | -2.64% |
Pines Wealth Management LLC Pines Wealth Management LLC | 26,264 | $1.54M | $1.53M | -$6,513.22 | -0.42% |