| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 116 | $8,553.17 | $6,346.36 | -$2,206.81 | -25.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20 | $1,181 | $1,094.8 | -$86.2 | -7.3% |
Adam Colby Wealth Group Ltd | 11,090 | $734,321.53 | $606,733.9 | -$127,587.63 | -17.37% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,334 | $1.75M | $1.28M | -$472,721.04 | -27.02% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,891 | $1.02M | $595,846.61 | -$423,603.08 | -41.55% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 121 | $7,744.17 | $6,619.91 | -$1,124.26 | -14.52% |
Jennifer Milam Mustard Seed Financial, LLC | 16,497 | $1.01M | $902,550.87 | -$107,704.7 | -10.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 28,531 | $1.98M | $1.57M | -$407,585.19 | -20.59% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,860 | $396,476.37 | $266,036.4 | -$130,439.97 | -32.9% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 401 | $35,731.13 | $21,938.71 | -$13,792.42 | -38.6% |
Corey Saft Sivia Capital Partners, LLC | 35,752 | $1.83M | $1.96M | $130,851.92 | 7.17% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,978 | $282,168.23 | $272,346.38 | -$9,821.85 | -3.48% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 10 | $591 | $547.1 | -$43.9 | -7.43% |
Brian Krause Cascade Financial Partners, LLC | 9,098 | $574,093.59 | $497,751.58 | -$76,342.01 | -13.3% |
Janice M. Powell Diversify Advisory Services, LLC | 12,194 | $640,428.88 | $689,204.88 | $48,776 | 7.62% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3,786 | $266,909.68 | $207,245.64 | -$59,664.04 | -22.35% |
Josephine Lee New Insight Wealth Advisors | 3,995 | $203,945 | $218,566.45 | $14,621.45 | 7.17% |
Michael Mills Mills Wealth Advisors LLC | 21,033 | $1.33M | $1.15M | -$180,156.34 | -13.54% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 12,194 | $719,811.82 | $667,133.74 | -$52,678.08 | -7.32% |
Neisy Arnez Drucker Wealth 3.0, LLC | 6,009 | $398,350.34 | $328,752.39 | -$69,597.95 | -17.47% |