| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaran Day OPINICUS CAPITAL, INC. | 13,810 | $1.81M | $1.52M | -$290,039.04 | -16.07% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,133 | $409,607.8 | $342,280.25 | -$67,327.55 | -16.44% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,836 | $371,290.61 | $309,152.36 | -$62,138.25 | -16.74% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 9,370 | $1.44M | $1.02M | -$425,773 | -29.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 618 | $83,774.5 | $67,158.06 | -$16,616.44 | -19.83% |
Christy Clarin Portfolio Design Labs, LLC | 9,226 | $1.51M | $1M | -$505,453.56 | -33.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,164 | $1.47M | $1.08M | -$393,976.15 | -26.74% |
Craig Silberg EVERPAR ADVISORS LLC | 4,375 | $558,072.73 | $472,674.56 | -$85,398.17 | -15.3% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 4,960 | $649,086.88 | $545,798.4 | -$103,288.48 | -15.91% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 13,042 | $1.7M | $1.42M | -$286,083.03 | -16.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 248 | $28,607.22 | $27,094 | -$1,513.22 | -5.29% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,167 | $487,639 | $548,942.08 | $61,303.08 | 12.57% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 5,476 | $810,735.75 | $602,770.7 | -$207,965.05 | -25.65% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,342 | $1.25M | $784,859.8 | -$469,521.1 | -37.43% |
Amy Taylor Pingora Partners LLC | 650 | $85,390.76 | $70,414.5 | -$14,976.26 | -17.54% |
Christopher Griffith Stablepoint Partners, LLC | 32,020 | $4.23M | $3.47M | -$761,236.23 | -17.98% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 5,769 | $768,450.57 | $635,686.11 | -$132,764.46 | -17.28% |
Jonathan Chatfield LM Advisors LLC | 15,549 | $1.85M | $1.69M | -$152,685.94 | -8.27% |
Alan Gilmore Private Wealth Management Group, LLC | 848 | $115,461.82 | $92,652.48 | -$22,809.34 | -19.75% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 8,963 | $1.04M | $973,336.98 | -$61,966.79 | -5.99% |