| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 780 | $48,946 | $34,608.6 | -$14,337.4 | -29.29% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,504 | $429,948.1 | $199,572.24 | -$230,375.86 | -53.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 26,587 | $2.04M | $1.18M | -$864,160.54 | -42.36% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 245 | $17,157.63 | $10,985.8 | -$6,171.83 | -35.97% |
Christian Scharosch 1248 Management, LLC | 11,322 | $998,943.96 | $512,773.38 | -$486,170.58 | -48.67% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,758 | $562,153.48 | $254,388.44 | -$307,765.04 | -54.75% |
Kelly Richert Clayton Financial Group LLC | 1,448 | $138,067 | $64,131.92 | -$73,935.08 | -53.55% |
Jonathan Chatfield LM Advisors LLC | 266 | $24,076.34 | $12,047.14 | -$12,029.2 | -49.96% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,834 | $281,815.87 | $128,351.86 | -$153,464.01 | -54.46% |
Alan Gilmore Private Wealth Management Group, LLC | 189 | $12,281.88 | $8,444.52 | -$3,837.36 | -31.24% |
David P. Cushing nVerses Capital, LLC | 5,613 | $352,215 | $248,655.9 | -$103,559.1 | -29.4% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 176,307 | $12.58M | $7.95M | -$4.62M | -36.74% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,618 | $274,976.54 | $116,736.62 | -$158,239.92 | -57.55% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,882 | $495,400.66 | $262,278.38 | -$233,122.28 | -47.06% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,231 | $202,745 | $143,650.26 | -$59,094.74 | -29.15% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 400 | $33,519.85 | $18,116 | -$15,403.85 | -45.95% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 7,980 | $690,826.05 | $361,414.2 | -$329,411.85 | -47.68% |
BRIANNE SHERGILL Exome Asset Management LLC | 48,347 | $3.03M | $2.18M | -$850,906.95 | -28.05% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 148 | $14,430.88 | $6,578.6 | -$7,852.28 | -54.41% |
Corey Saft Sivia Capital Partners, LLC | 26,843 | $1.71M | $1.22M | -$496,018.13 | -28.98% |