| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chandler te Velde Maia Wealth LLC | 10,462 | $1.07M | $1.04M | -$27,158.48 | -2.55% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 4,290 | $475,904.66 | $426,125.7 | -$49,778.96 | -10.46% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 8,822 | $853,343.91 | $876,289.26 | $22,945.35 | 2.69% |
Sharon Allen Sterling Wealth Management, Inc. | 2,982 | $271,856.89 | $296,202.06 | $24,345.17 | 8.95% |
James Morris FMA Wealth Management, LLC | 2,200 | $272,822 | $218,526 | -$54,296 | -19.9% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 24,931 | $2.85M | $2.48M | -$378,185.81 | -13.25% |
Michael Herman Apollon Financial, LLC | 5,183 | $528,683.62 | $514,827.39 | -$13,856.23 | -2.62% |
Chris Chatto Encompass More Asset Management | 11,979 | $1.2M | $1.19M | -$11,792.99 | -0.98% |
Christopher Griffith Stablepoint Partners, LLC | 6,854 | $738,757.55 | $680,807.82 | -$57,949.73 | -7.84% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,752 | $327,912.5 | $273,356.16 | -$54,556.34 | -16.64% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 447 | $44,079.99 | $44,400.51 | $320.52 | 0.73% |
Jonathan Chatfield LM Advisors LLC | 1,680 | $193,521.01 | $166,874.4 | -$26,646.61 | -13.77% |
Michael Kahn Triavera Capital LLC | 82,410 | $8.72M | $8.19M | -$530,939.43 | -6.09% |
Alan Gilmore Private Wealth Management Group, LLC | 1,408 | $156,949.71 | $139,856.64 | -$17,093.07 | -10.89% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 5,395 | $505,267.08 | $535,885.35 | $30,618.27 | 6.06% |
David Novak Novak & Powell Financial Services, Inc. | 5,055 | $456,762.56 | $502,113.15 | $45,350.59 | 9.93% |
Angela Mari Abich Financial Wealth Management LLC | 19 | $1,885.57 | $1,887.27 | $1.7 | 0.09% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,089 | $284,735.93 | $306,830.37 | $22,094.44 | 7.76% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 4,374 | $542,420 | $434,469.42 | -$107,950.58 | -19.9% |
Alana Parm MORTON COMMUNITY BANK | 33,060 | $3.2M | $3.28M | $84,663.18 | 2.65% |