| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MF Michael Fogarty Foundry Financial Group, Inc. | 61,310 | $3.21M | $3.11M | -$103,642.22 | -3.23% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,289 | $275,097.77 | $268,152.3 | -$6,945.47 | -2.52% |
Brad Sayre Shared Vision Wealth Group LLC | 73,521 | $3.9M | $3.73M | -$171,432.36 | -4.4% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 6,124 | $320,934.49 | $310,486.8 | -$10,447.69 | -3.26% |
Anthony Blagrove Traveka Wealth, LLC | 23,782 | $1.26M | $1.21M | -$51,767.09 | -4.11% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 56,061 | $2.96M | $2.85M | -$117,644.04 | -3.97% |
JP Tarbutton LHM, INC. | 207,384 | $10.88M | $10.51M | -$368,983.3 | -3.39% |
Thomas Hood Alternative Investment Advisors, LLC. | 256,751 | $13.56M | $13.02M | -$547,142.7 | -4.03% |
Joshua Stipcich Tidemark, LLC | 150,538 | $7.97M | $7.63M | -$337,263.53 | -4.23% |
Emily Priebe Priebe Wealth Holdings LLC | 27,992 | $1.47M | $1.42M | -$46,391.13 | -3.17% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,230 | $276,574.9 | $265,448.65 | -$11,126.25 | -4.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,704 | $142,690.12 | $137,052.24 | -$5,637.88 | -3.95% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 57,977 | $3.04M | $2.94M | -$105,418.29 | -3.46% |
Paul Cohen Marest Capital, LLC | 209,104 | $11.07M | $10.6M | -$469,886.57 | -4.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,435 | $657,841.48 | $629,584.05 | -$28,257.43 | -4.3% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 4,519 | $238,922.92 | $229,294.06 | -$9,628.86 | -4.03% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 62,739 | $3.32M | $3.18M | -$135,820.33 | -4.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 57,737 | $3.02M | $2.93M | -$92,097.8 | -3.05% |
Adam Colby Wealth Group Ltd | 4,255 | $226,108.59 | $215,788.07 | -$10,320.52 | -4.56% |
Chandler te Velde Maia Wealth LLC | 9,967 | $526,229.32 | $505,177.39 | -$21,051.93 | -4% |