| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MICHAEL DE LUZ Williams & Novak, LLC | 48,003 | $2.01M | $1.95M | -$52,205.49 | -2.6% |
William Ertel Tassel Capital Management, Inc. | 626,620 | $26.47M | $25.44M | -$1.03M | -3.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,102 | $1.06M | $1.02M | -$40,121.1 | -3.79% |
Mark Weber DecisionMap Wealth Management, LLC | 119,240 | $4.96M | $4.85M | -$103,849.5 | -2.1% |
Derek Ripp Austin Wealth Management, LLC | 170,408 | $7.09M | $6.92M | -$164,498.89 | -2.32% |
Scott L. Comeau BCU Wealth Advisors, LLC | 308,184 | $12.99M | $12.52M | -$474,602.57 | -3.65% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 18,482 | $780,243.82 | $751,940.17 | -$28,303.65 | -3.63% |
Amir Har-El Savvy Advisors, Inc. | 293,641 | $12.42M | $11.93M | -$487,770.01 | -3.93% |
William Ramsay Financial Symmetry Inc | 338,979 | $14.21M | $13.77M | -$435,887.59 | -3.07% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 38,933 | $1.65M | $1.58M | -$70,514.48 | -4.27% |
One Degree Advisors Inc. One Degree Advisors Inc | 327,344 | $14.06M | $13.3M | -$760,609.78 | -5.41% |
Setu Mazumdar Physician Wealth Solutions Inc. | 587,599 | $24.62M | $23.89M | -$722,229.54 | -2.93% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 9,021 | $380,243.89 | $366,523.23 | -$13,720.66 | -3.61% |
Andy Bloom MB Generational Wealth, LLC | 78,892 | $3.34M | $3.21M | -$136,371.08 | -4.08% |
David Ragan Grunden Financial Advisory, Inc. | 834,031 | $35.3M | $33.88M | -$1.43M | -4.04% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 182 | $7,682 | $7,391.93 | -$290.07 | -3.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 39,401 | $1.67M | $1.59M | -$81,117.05 | -4.85% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 5,102 | $215,617.09 | $207,333.04 | -$8,284.05 | -3.84% |
Sharon Allen Sterling Wealth Management, Inc. | 623,012 | $26.47M | $25.31M | -$1.16M | -4.39% |
Kelly Richert Clayton Financial Group LLC | 2,471 | $99,137 | $100,310.24 | $1,173.24 | 1.18% |