| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riggs Capital Management LLC Riggs Capital Management LLC | 11,649 | $583,948 | $566,549.11 | -$17,398.89 | -2.98% |
Timothy Golas Spurstone Advisory Services LLC | 141 | $7,111.76 | $6,855.42 | -$256.34 | -3.6% |
Navigoe LLC Navigoe LLC | 7,871 | $394,100.97 | $382,806.08 | -$11,294.89 | -2.87% |
Boulos Michael TME Financial Inc. | 5,128 | $261,921.9 | $248,631.08 | -$13,290.82 | -5.07% |
Note Advisors LLC Note Advisors LLC | 38,465 | $1.93M | $1.87M | -$64,933.03 | -3.36% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 6,739 | $340,860 | $326,639.33 | -$14,220.67 | -4.17% |
May Hill Capital LLC May Hill Capital LLC | 48,272 | $2.43M | $2.34M | -$86,851.17 | -3.58% |
Darrick Alford BIP Alliance LLC | 533,216 | $26.72M | $25.93M | -$796,311.17 | -2.98% |
William Bradley Clayton Sagespring Wealth Partners LLC | 422,772 | $21.15M | $20.56M | -$588,862.34 | -2.78% |
Rossby Financial LLC Rossby Financial LLC | 23,019 | $1.15M | $1.12M | -$28,249.06 | -2.46% |
| SC Shawn Clark Accredited Wealth Management LLC | 78,255 | $3.92M | $3.79M | -$122,728.89 | -3.13% |
Lyle Hershey Master's Wealth Management Inc. | 154,813 | $7.71M | $7.53M | -$182,341.18 | -2.36% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 942,001 | $47.22M | $45.67M | -$1.55M | -3.29% |
| JH Julie Hazzard 10Elms LLP | 2,830 | $140,425 | $137,170.1 | -$3,254.9 | -2.32% |
Peter Recchia 4Wealth Advisors Inc. | 11,841 | $592,947.84 | $574,229.29 | -$18,718.55 | -3.16% |
Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,100 | $55,143 | $53,322.5 | -$1,820.5 | -3.3% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 17,446 | $865,519.82 | $845,869.31 | -$19,650.51 | -2.27% |
Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 29,449 | $1.47M | $1.43M | -$40,590.46 | -2.76% |
Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 5,840 | $297,706.46 | $283,298.4 | -$14,408.06 | -4.84% |
Pacific Point Advisors LLC Pacific Point Advisors LLC | 34,678 | $1.74M | $1.69M | -$51,843.84 | -2.98% |