| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 88 | $19,680.62 | $18,424.56 | -$1,256.06 | -6.38% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,123 | $288,522.48 | $218,962.54 | -$69,559.94 | -24.11% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,201 | $316,939.9 | $234,170.98 | -$82,768.92 | -26.12% |
Wynn Capital LLC Wynn Capital, LLC | 1,383 | $319,943.68 | $269,657.34 | -$50,286.34 | -15.72% |
Rob Dainard Hara Capital LLC | 59 | $16,403 | $12,352.83 | -$4,050.17 | -24.69% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 166 | $33,449.91 | $32,366.68 | -$1,083.23 | -3.24% |
Christy Clarin Portfolio Design Labs, LLC | 6,796 | $1.34M | $1.42M | $79,796.9 | 5.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,768 | $2.28M | $2.01M | -$266,559.39 | -11.71% |
Craig Silberg EVERPAR ADVISORS LLC | 1,644 | $374,368.96 | $320,547.12 | -$53,821.84 | -14.38% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,434 | $332,721.46 | $300,236.58 | -$32,484.88 | -9.76% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,141 | $316,730.2 | $222,472.18 | -$94,258.02 | -29.76% |
Matthew Stead Sachetta, LLC | 369 | $85,941.86 | $71,947.62 | -$13,994.24 | -16.28% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 95 | $18,003.76 | $19,232.75 | $1,228.99 | 6.83% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,240 | $2.45M | $2M | -$451,311.57 | -18.44% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 7,345 | $1.68M | $1.43M | -$251,992.8 | -14.96% |
Christian Scharosch 1248 Management, LLC | 8,200 | $1.57M | $1.69M | $122,262 | 7.81% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 16,810 | $3.33M | $3.28M | -$51,822.74 | -1.56% |
Christopher Griffith Stablepoint Partners, LLC | 1,561 | $362,252.85 | $304,363.78 | -$57,889.07 | -15.98% |
Alan Gilmore Private Wealth Management Group, LLC | 55 | $12,864.69 | $10,723.9 | -$2,140.79 | -16.64% |
David P. Cushing nVerses Capital, LLC | 1,600 | $303,360 | $311,968 | $8,608 | 2.84% |