| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 37,970 | $858,291.68 | $852,426.5 | -$5,865.18 | -0.68% |
Scott L. Comeau BCU Wealth Advisors, LLC | 84,671 | $1.94M | $1.9M | -$38,984.23 | -2.01% |
Amir Har-El Savvy Advisors, Inc. | 30,946 | $708,969 | $694,737.7 | -$14,231.3 | -2.01% |
Owen McCabe Tyche Wealth Partners LLC | 83,089 | $1.9M | $1.87M | -$35,774.05 | -1.88% |
Jeff Ramsey Quotient Wealth Partners, LLC | 25,821 | $593,856.1 | $579,681.45 | -$14,174.65 | -2.39% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 116,774 | $2.66M | $2.63M | -$33,864.74 | -1.27% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 177,525 | $4.08M | $3.99M | -$91,544.93 | -2.25% |
Jon Deven Mouton CAP Partners, LLC | 14,442 | $330,510.67 | $324,222.9 | -$6,287.77 | -1.9% |
Brad Sayre Shared Vision Wealth Group LLC | 346,706 | $7.96M | $7.78M | -$173,680.58 | -2.18% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 14,241 | $324,417 | $319,710.45 | -$4,706.55 | -1.45% |
Anthony Blagrove Traveka Wealth, LLC | 386,951 | $8.88M | $8.69M | -$197,648.27 | -2.22% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 466,531 | $10.68M | $10.47M | -$202,744.76 | -1.9% |
Michel Del Buono a16z Perennial Management, L.P. | 459,986 | $10.49M | $10.33M | -$165,948.7 | -1.58% |
Joshua Stipcich Tidemark, LLC | 11,163 | $255,744.16 | $251,055.87 | -$4,688.29 | -1.83% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 14,437 | $330,391.19 | $324,110.65 | -$6,280.54 | -1.9% |
Rob Dainard Hara Capital LLC | 33,310 | $765,630.61 | $747,809.5 | -$17,821.11 | -2.33% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,994 | $91,948.61 | $89,665.3 | -$2,283.31 | -2.48% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 241,957 | $5.55M | $5.43M | -$119,536.88 | -2.15% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 14,560 | $333,353.82 | $326,872 | -$6,481.82 | -1.94% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 104,831 | $2.4M | $2.35M | -$44,577.46 | -1.86% |