| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 345,744 | $25.33M | $25.19M | -$135,102.28 | -0.53% |
Anthony Blagrove Traveka Wealth, LLC | 36,278 | $2.68M | $2.64M | -$33,145.11 | -1.24% |
Kent Keister Bear Mountain Capital, Inc. | 9 | $668.88 | $655.74 | -$13.14 | -1.96% |
Curtis Burkholder Bare Financial Services, Inc | 459,348 | $34.04M | $33.39M | -$655,231.48 | -1.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,089 | $80,662.04 | $79,344.54 | -$1,317.5 | -1.63% |
Joshua Stipcich Tidemark, LLC | 1,466 | $108,126.4 | $106,812.76 | -$1,313.64 | -1.21% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,029 | $373,343.08 | $365,507.72 | -$7,835.36 | -2.1% |
Andrea Butler Sequent Planning LLC | 10,707 | $776,376.35 | $780,112.02 | $3,735.67 | 0.48% |
Rob Dainard Hara Capital LLC | 1,512 | $111,344 | $110,164.32 | -$1,179.68 | -1.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,411 | $104,215.5 | $102,805.46 | -$1,410.04 | -1.35% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 55,616 | $4.11M | $4.05M | -$53,168.48 | -1.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 322,625 | $23.78M | $23.45M | -$333,682.81 | -1.4% |
Craig Silberg EVERPAR ADVISORS LLC | 3,333 | $245,409 | $242,842.38 | -$2,566.62 | -1.05% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 91,872 | $6.77M | $6.69M | -$78,216.07 | -1.15% |
Matthew Stead Sachetta, LLC | 8,519 | $628,764.06 | $620,694.34 | -$8,069.72 | -1.28% |
Nicole Davis Northwest Financial Advisors | 4,866 | $354,917.2 | $354,536.76 | -$380.44 | -0.11% |
Christian J. Cyr Cyr Financial Inc. | 194,830 | $14.17M | $14.2M | $20,700.47 | 0.15% |
Adam Colby Wealth Group Ltd | 17,568 | $1.28M | $1.28M | $301.6 | 0.02% |
Chandler te Velde Maia Wealth LLC | 3,250 | $239,330 | $236,795 | -$2,535 | -1.06% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 145,166 | $10.74M | $10.58M | -$160,006.33 | -1.49% |