| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,278 | $583,250.84 | $534,978.08 | -$48,272.76 | -8.28% |
Wynn Capital LLC Wynn Capital, LLC | 4,328 | $506,652.34 | $436,825.47 | -$69,826.87 | -13.78% |
Rob Dainard Hara Capital LLC | 1,080 | $123,131 | $109,004.51 | -$14,126.49 | -11.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,411 | $179,579.66 | $142,059.48 | -$37,520.18 | -20.89% |
Christy Clarin Portfolio Design Labs, LLC | 19,404 | $2.23M | $1.95M | -$271,775.25 | -12.21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 29,785 | $3.51M | $3.03M | -$478,736.26 | -13.65% |
Craig Silberg EVERPAR ADVISORS LLC | 6,199 | $686,471.05 | $624,115.32 | -$62,355.73 | -9.08% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 74,291 | $8.18M | $7.5M | -$679,329.54 | -8.31% |
Carol Smith Access Investment Management LLC | 320 | $43,524 | $32,217.6 | -$11,306.4 | -25.98% |
Matthew Stead Sachetta, LLC | 1,306 | $142,436.61 | $131,697.04 | -$10,739.57 | -7.54% |
Ellwood Derricks Partnership Wealth Management, LLC | 14,927 | $1.69M | $1.51M | -$182,406.4 | -10.8% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,437 | $268,793.76 | $246,051.7 | -$22,742.06 | -8.46% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 544 | $55,840 | $55,022.88 | -$817.12 | -1.46% |
Chandler te Velde Maia Wealth LLC | 18,391 | $2.25M | $1.86M | -$392,950.74 | -17.47% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,228 | $500,266.5 | $425,675.04 | -$74,591.46 | -14.91% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 34,258 | $3.98M | $3.45M | -$534,647.05 | -13.42% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,042 | $338,573.23 | $307,135.53 | -$31,437.7 | -9.29% |
Sharon Allen Sterling Wealth Management, Inc. | 2,646 | $292,840.96 | $267,061.04 | -$25,779.92 | -8.8% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 25,296 | $3.39M | $2.55M | -$841,345.18 | -24.83% |
Amy Taylor Pingora Partners LLC | 1,650 | $181,616 | $166,122 | -$15,494 | -8.53% |