| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 30,842 | $335,017.74 | $214,043.48 | -$120,974.26 | -36.11% |
Amir Har-El Savvy Advisors, Inc. | 10,876 | $104,530.53 | $75,479.44 | -$29,051.09 | -27.79% |
United Advisor Group LLC United Advisor Group, LLC | 24,085 | $265,025 | $159,563.12 | -$105,461.88 | -39.79% |
Joshua Stipcich Tidemark, LLC | 2,134 | $23,857.3 | $14,745.94 | -$9,111.36 | -38.19% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 12,080 | $135,777.48 | $81,842 | -$53,935.48 | -39.72% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 92,197 | $891,544.93 | $640,308.16 | -$251,236.77 | -28.18% |
Jessica Vickery BlueChip Wealth Advisors LLC | 20,594 | $202,322.27 | $138,700.59 | -$63,621.68 | -31.45% |
Janice M. Powell Diversify Advisory Services, LLC | 128,023 | $768,290 | $887,839.5 | $119,549.5 | 15.56% |
David Millar Gen-Wealth Partners Inc | 9,500 | $104,500 | $62,510 | -$41,990 | -40.18% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 128,023 | $1.21M | $887,839.5 | -$322,444.96 | -26.64% |
Andrew Bowers BridgePort Financial Solutions, LLC | 12,233 | $139,024.56 | $82,266.92 | -$56,757.64 | -40.83% |
Jefferson H. West Legacy Investment Solutions LLC | 7,711 | $87,674.15 | $50,776.93 | -$36,897.22 | -42.08% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 121,169 | $1.15M | $818,496.59 | -$330,185.31 | -28.74% |
Camaron Barta BXM Wealth LLC | 10,190 | $63,484 | $68,731.55 | $5,247.55 | 8.27% |
| TCM TT Capital Management LLC TT Capital Management LLC | 27,117 | $253,295.82 | $188,191.98 | -$65,103.84 | -25.7% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 10,541 | $65,670 | $70,150.35 | $4,480.35 | 6.82% |
Matthew Jenkins GatePass Capital LLC | 22,500 | $237,411 | $151,650 | -$85,761 | -36.12% |
Adam Weisner Sherman Porfolios LLC | 143,122 | $1.38M | $993,982.29 | -$390,009.77 | -28.18% |