| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 4,290 | $475,904.66 | $412,655.1 | -$63,249.56 | -13.29% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 9,055 | $875,769.16 | $871,000.45 | -$4,768.71 | -0.54% |
Sharon Allen Sterling Wealth Management, Inc. | 2,955 | $269,425.02 | $284,241.45 | $14,816.43 | 5.5% |
James Morris FMA Wealth Management, LLC | 2,200 | $272,822 | $211,618 | -$61,204 | -22.43% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 22,869 | $2.62M | $2.2M | -$418,715.38 | -15.99% |
Amy Taylor Pingora Partners LLC | 9,921 | $895,767.22 | $954,300.99 | $58,533.77 | 6.53% |
Michael Herman Apollon Financial, LLC | 5,341 | $543,891.26 | $513,750.79 | -$30,140.47 | -5.54% |
Chris Chatto Encompass More Asset Management | 2,380 | $229,380.82 | $228,932.2 | -$448.62 | -0.2% |
Christopher Griffith Stablepoint Partners, LLC | 3,593 | $435,801.35 | $345,700.49 | -$90,100.86 | -20.67% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,752 | $327,912.5 | $264,783.68 | -$63,128.82 | -19.25% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 747 | $73,692.44 | $71,853.93 | -$1,838.51 | -2.49% |
Jonathan Chatfield LM Advisors LLC | 1,200 | $137,393.32 | $115,428 | -$21,965.32 | -15.99% |
Michael Kahn Triavera Capital LLC | 82,410 | $8.72M | $7.93M | -$789,706.83 | -9.06% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,527 | $249,311.01 | $243,072.13 | -$6,238.88 | -2.5% |
Alan Gilmore Private Wealth Management Group, LLC | 2,052 | $218,936.22 | $197,381.88 | -$21,554.34 | -9.85% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 5,251 | $492,264.37 | $505,093.69 | $12,829.32 | 2.61% |
David Novak Novak & Powell Financial Services, Inc. | 5,055 | $456,762.56 | $486,240.45 | $29,477.89 | 6.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.38M | $141.83M | $132.29M | -$9.54M | -6.72% |
Angela Mari Abich Financial Wealth Management LLC | 164 | $18,507.52 | $15,775.16 | -$2,732.36 | -14.76% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,535 | $234,716.65 | $257,961.6 | $23,244.95 | 9.9% |