| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 11,898 | $693,207 | $691,273.78 | -$1,933.22 | -0.28% |
Stephen Cheifetz Kades & Cheifetz LLC | 65,231 | $3.8M | $3.79M | -$5,208.03 | -0.14% |
Michael Snyder Beaumont Financial Advisors LLC | 18,692 | $1.09M | $1.09M | -$3,838.45 | -0.35% |
Adam Laibson Mainsail Financial Group LLC | 9,320 | $542,424 | $541,491.98 | -$932.02 | -0.17% |
Marc White Clarendon Private LLC | 11,798 | $690,655 | $685,463.78 | -$5,191.22 | -0.75% |
Sheryl Stephens Stephens Consulting LLC | 279 | $16,416.74 | $16,209.9 | -$206.84 | -1.26% |
Dennis Wallace Fortune Financial Advisors LLC | 97,858 | $5.68M | $5.69M | $4,288.39 | 0.08% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,609 | $94,496.83 | $93,434.63 | -$1,062.2 | -1.12% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 11,126 | $653,062.91 | $646,420.58 | -$6,642.33 | -1.02% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 93,359 | $5.49M | $5.42M | -$64,002.89 | -1.17% |
Scott Register Register Financial Advisors LLC | 3,500 | $205,636.98 | $203,349.99 | -$2,286.99 | -1.11% |
Bree Pate Olisti Co. Wealth LLC | 27 | $1,586 | $1,568.7 | -$17.3 | -1.09% |
Kevin Gray Lodestar Private Asset Management LLC | 3,517 | $204,152.7 | $204,337.69 | $184.99 | 0.09% |
Matthew Keyes Heritage Wealth Partners LLC | 12,932 | $747,028.96 | $751,349.17 | $4,320.21 | 0.58% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 42,387 | $2.46M | $2.46M | $2,481.41 | 0.1% |
Justin Halverson Great Waters Wealth Management | 18,927 | $1.1M | $1.1M | -$3,034.04 | -0.28% |
Paul L. Moffat Arista Wealth Management LLC | 614,178 | $35.66M | $35.68M | $23,083.6 | 0.06% |
Lydia Moore MRP Capital Investments LLC | 57 | $3,348 | $3,309.99 | -$38.01 | -1.14% |
Neil Christ Oak Hill Wealth Advisors LLC | 31,534 | $1.84M | $1.83M | -$4,134.42 | -0.23% |
Moises Valladares Insigneo Advisory Services LLC | 32,378 | $1.9M | $1.88M | -$16,184.33 | -0.85% |