| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rukstalis ESG Planning DBA Harper Investing | 6,380 | $367,743.2 | $349,943 | -$17,800.2 | -4.84% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $3,478.44 | $3,289.2 | -$189.24 | -5.44% |
Brian Matter Creative Capital Management Investments LLC | 25,547 | $1.44M | $1.4M | -$37,945.58 | -2.64% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 8,558 | $489,883.86 | $469,406.3 | -$20,477.56 | -4.18% |
Kevin Gray Lodestar Private Asset Management LLC | 58,046 | $3.28M | $3.18M | -$97,804.33 | -2.98% |
Benjamin Cannon Tillman Hartley LLC | 19,126 | $1.08M | $1.05M | -$33,261.78 | -3.07% |
| AW Ariel Weisbard Values Added Financial LLC | 17,627 | $1.01M | $966,047.73 | -$47,310.89 | -4.67% |
David Silver INSTRUMENTAL WEALTH, LLC | 16,276 | $933,434.81 | $892,494.46 | -$40,940.35 | -4.39% |
Brett Pohl Invera Wealth Advisors, LLC | 7,768 | $433,124.96 | $425,026.12 | -$8,098.84 | -1.87% |
Courtney Holt Compound Planning, Inc. | 86,886 | $4.96M | $4.76M | -$201,292.34 | -4.05% |
Katherine Stoner Empower Advisory Group, LLC | 47,697 | $2.74M | $2.61M | -$123,071.04 | -4.5% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,658 | $265,273.41 | $255,211.82 | -$10,061.59 | -3.79% |
| MRC Martin R. Curiel MYECFO, LLC | 241,609 | $13.42M | $13.24M | -$177,205.1 | -1.32% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 127,232 | $7.23M | $6.97M | -$255,625.75 | -3.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 87,718 | $5.04M | $4.78M | -$264,079.58 | -5.24% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 6,682 | $387,065.14 | $366,207.01 | -$20,858.13 | -5.39% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 31,944 | $1.79M | $1.75M | -$39,872.56 | -2.23% |
MICHAEL DE LUZ Williams & Novak, LLC | 5,136 | $292,385.41 | $281,478.48 | -$10,906.93 | -3.73% |
Syon Capital LLC SYON CAPITAL LLC | 1.4M | $78.73M | $76.47M | -$2.26M | -2.87% |
James Rankin Modern Wealth Management, LLC | 11,998 | $687,229.98 | $657,611.58 | -$29,618.4 | -4.31% |