| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 358,565 | $26.27M | $25.43M | -$841,858.51 | -3.2% |
Anthony Blagrove Traveka Wealth, LLC | 33,353 | $2.46M | $2.36M | -$96,603.41 | -3.92% |
Kent Keister Bear Mountain Capital, Inc. | 9 | $668.88 | $638.1 | -$30.78 | -4.6% |
Curtis Burkholder Bare Financial Services, Inc | 498,411 | $36.91M | $35.29M | -$1.62M | -4.38% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,119 | $218,821 | $220,887.58 | $2,066.58 | 0.94% |
Keisuke Ichihara Rakuten Securities, Inc. | 89 | $6,592.21 | $6,302.53 | -$289.68 | -4.39% |
Joshua Stipcich Tidemark, LLC | 1,515 | $111,723.48 | $107,231.7 | -$4,491.78 | -4.02% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,029 | $373,343.08 | $355,576.95 | -$17,766.13 | -4.76% |
Andrea Butler Sequent Planning LLC | 11,128 | $807,283.11 | $787,361.64 | -$19,921.47 | -2.47% |
Rob Dainard Hara Capital LLC | 81 | $5,964.86 | $5,726.86 | -$238 | -3.99% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,486 | $109,721.24 | $105,193.94 | -$4,527.3 | -4.13% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 342,356 | $24.02M | $24.25M | $229,410.91 | 0.96% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 57,846 | $4.27M | $4.1M | -$171,243.9 | -4.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 322,625 | $23.78M | $22.71M | -$1.07M | -4.5% |
Craig Silberg EVERPAR ADVISORS LLC | 3,333 | $245,409 | $235,649.77 | -$9,759.23 | -3.98% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 143,674 | $10.55M | $10.18M | -$370,747.56 | -3.51% |
Matthew Stead Sachetta, LLC | 8,519 | $628,764.06 | $603,315.58 | -$25,448.48 | -4.05% |
Nicole Davis Northwest Financial Advisors | 4,542 | $331,618.27 | $321,755.28 | -$9,862.99 | -2.97% |
Christian J. Cyr Cyr Financial Inc. | 210,796 | $15.29M | $14.93M | -$366,038.5 | -2.39% |
Adam Colby Wealth Group Ltd | 16,772 | $1.22M | $1.19M | -$31,417.66 | -2.58% |