| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 535 | $54,916.18 | $56,009.15 | $1,092.97 | 1.99% |
Neil Greenspan Fielder Capital Group LLC | 2,399 | $217,685 | $251,151.31 | $33,466.31 | 15.37% |
Chandler te Velde Maia Wealth LLC | 3,736 | $383,578.38 | $391,570.16 | $7,991.78 | 2.08% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,018 | $474,093.8 | $419,197.94 | -$54,895.86 | -11.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 34,317 | $3.99M | $3.59M | -$396,583.48 | -9.94% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,904 | $213,313.52 | $198,606.24 | -$14,707.28 | -6.89% |
Sharon Allen Sterling Wealth Management, Inc. | 2,642 | $292,400.68 | $276,590.98 | -$15,809.7 | -5.41% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 25,296 | $3.39M | $2.65M | -$739,908.22 | -21.84% |
Amy Taylor Pingora Partners LLC | 1,650 | $181,616 | $173,382 | -$8,234 | -4.53% |
Kelly Richert Clayton Financial Group LLC | 6,133 | $820,728.39 | $641,235.81 | -$179,492.58 | -21.87% |
Chris Chatto Encompass More Asset Management | 3,120 | $344,727.95 | $327,225.6 | -$17,502.35 | -5.08% |
Christopher Griffith Stablepoint Partners, LLC | 21,947 | $2.42M | $2.29M | -$131,996.08 | -5.45% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 3,927 | $432,245 | $411,883.39 | -$20,361.61 | -4.71% |
Jonathan Chatfield LM Advisors LLC | 2,332 | $222,059.8 | $243,659.02 | $21,599.22 | 9.73% |
Jennifer Milam Mustard Seed Financial, LLC | 4,893 | $538,817.84 | $511,954.59 | -$26,863.25 | -4.99% |
Alan Gilmore Private Wealth Management Group, LLC | 679 | $73,186.93 | $71,084.51 | -$2,102.42 | -2.87% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,474 | $282,405.33 | $261,551.28 | -$20,854.05 | -7.38% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,094 | $146,475.56 | $114,257.36 | -$32,218.2 | -22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 342,369 | $36.65M | $35.84M | -$809,150.33 | -2.21% |
Anne Wright Lummis Asset Management, LP | 29,101 | $3.88M | $3.04M | -$837,781.38 | -21.59% |