| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Sadow Freestone Grove Partners LP | 7,138 | $1.26M | $1.25M | -$3,758.54 | -0.3% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,505 | $246,217 | $254,510.55 | $8,293.55 | 3.37% |
Dane Grouell Turning Point Benefit Group, Inc. | 4,095 | $670,623 | $709,909.2 | $39,286.2 | 5.86% |
Cody Gehman Stonebridge Financial Group, LLC | 15,889 | $2.97M | $2.75M | -$216,146.09 | -7.28% |
Wayne Atkins VCI Wealth Management LLC | 11,540 | $1.96M | $1.94M | -$16,969.2 | -0.87% |
Curtis Burkholder Bare Financial Services, Inc | 64 | $12,970.86 | $11,095.04 | -$1,875.82 | -14.46% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,630 | $389,987.83 | $273,954.11 | -$116,033.72 | -29.75% |
Joshua Stipcich Tidemark, LLC | 146 | $25,197 | $25,187.92 | -$9.08 | -0.04% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,224 | $832,342.53 | $732,272.64 | -$100,069.89 | -12.02% |
Rob Dainard Hara Capital LLC | 135 | $31,396 | $22,829.85 | -$8,566.15 | -27.28% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $6,216 | $6,587.68 | $371.68 | 5.98% |
Christy Clarin Portfolio Design Labs, LLC | 5,734 | $1.09M | $969,676.74 | -$118,500.54 | -10.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,733 | $1.36M | $1.15M | -$213,378 | -15.68% |
Craig Silberg EVERPAR ADVISORS LLC | 1,439 | $248,342.95 | $249,465.04 | $1,122.09 | 0.45% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,099 | $463,936.62 | $363,882.64 | -$100,053.98 | -21.57% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,282 | $273,671.03 | $221,170.64 | -$52,500.39 | -19.18% |
Matthew Stead Sachetta, LLC | 197 | $41,457.33 | $34,151.92 | -$7,305.41 | -17.62% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 171 | $29,511.62 | $30,024.18 | $512.56 | 1.74% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 44,194 | $8.45M | $7.66M | -$788,418.24 | -9.33% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,339 | $306,647.5 | $232,129.04 | -$74,518.46 | -24.3% |