| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 862,964 | $15.33M | $14.74M | -$587,159.9 | -3.83% |
David Vollmer PFS Partners, LLC | 422,184 | $7.86M | $7.22M | -$644,621.03 | -8.2% |
United Advisor Group LLC United Advisor Group, LLC | 198,203 | $3.48M | $3.38M | -$101,956.49 | -2.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 253,137 | $4.3M | $4.34M | $39,810.04 | 0.93% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 318,020 | $5.48M | $5.43M | -$48,806.93 | -0.89% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 202,350 | $3.49M | $3.46M | -$28,371.7 | -0.81% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 31 | $566.81 | $527 | -$39.81 | -7.02% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 21,000 | $354,662.93 | $359,433.9 | $4,770.97 | 1.35% |
Chandler te Velde Maia Wealth LLC | 34,616 | $620,465.2 | $591,414.36 | -$29,050.84 | -4.68% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,711 | $218,756.38 | $217,103.88 | -$1,652.5 | -0.76% |
Chris Chatto Encompass More Asset Management | 10,247 | $186,896.54 | $175,018.76 | -$11,877.78 | -6.36% |
David McNeely Darden Wealth Group Inc | 151,256 | $2.59M | $2.59M | $4,264.34 | 0.16% |
David Novak Novak & Powell Financial Services, Inc. | 11,677 | $197,226.97 | $199,968.62 | $2,741.65 | 1.39% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 43,530 | $734,664.07 | $745,886.55 | $11,222.48 | 1.53% |
Lance Johnson ROI Financial Advisors, LLC | 124,582 | $2.18M | $2.13M | -$55,996.36 | -2.56% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 121 | $2,149.86 | $2,066.07 | -$83.79 | -3.9% |
Sean Rooney Prospect Financial Services LLC | 22,541 | $390,765.38 | $385,225.69 | -$5,539.69 | -1.42% |
Michael Bailey MGB Wealth Management, LLC | 56,919 | $1.02M | $973,599.49 | -$47,804.71 | -4.68% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1.09M | $19.58M | $18.68M | -$898,332.31 | -4.59% |
Grant Carroll Strategic Financial Partners, Ltd. | 11,736 | $212,543.49 | $200,509.56 | -$12,033.93 | -5.66% |