| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 858 | $298,098.41 | $284,821.67 | -$13,276.74 | -4.45% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 3,120 | $1.08M | $1.04M | -$48,899.72 | -4.51% |
RENEE BRUNNER Elite Life Management LLC | 637 | $224,950 | $224,950.19 | $0.19 | - |
Christy Clarin Portfolio Design Labs, LLC | 5,629 | $2.26M | $1.87M | -$388,683.81 | -17.22% |
Paul Cohen Marest Capital, LLC | 1,427 | $496,184.39 | $502,204.11 | $6,019.72 | 1.21% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 16,038 | $5.58M | $5.66M | $85,658.23 | 1.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,012 | $6.05M | $5.32M | -$735,035.95 | -12.15% |
Craig Silberg EVERPAR ADVISORS LLC | 2,485 | $880,688.42 | $824,920.58 | -$55,767.84 | -6.33% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 615 | $226,255.55 | $204,155.39 | -$22,100.16 | -9.77% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,694 | $1.29M | $1.31M | $22,025.44 | 1.71% |
Carol Smith Access Investment Management LLC | 200 | $75,855.07 | $66,392 | -$9,463.07 | -12.48% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,022 | $383,534.29 | $339,263.11 | -$44,271.18 | -11.54% |
Matthew Stead Sachetta, LLC | 961 | $347,394.37 | $319,013.55 | -$28,380.82 | -8.17% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,457 | $1.9M | $1.81M | -$85,347.91 | -4.5% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 8,257 | $2.99M | $2.74M | -$253,939.79 | -8.48% |
Neil Greenspan Fielder Capital Group LLC | 1,278 | $448,591.08 | $451,312.93 | $2,721.85 | 0.61% |
Scott Noble Boomfish Wealth Group, LLC | 2,353 | $817,744.2 | $781,101.86 | -$36,642.34 | -4.48% |
Chandler te Velde Maia Wealth LLC | 2,700 | $1.09M | $896,291.97 | -$192,233.64 | -17.66% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,318 | $3.13M | $2.76M | -$369,214.56 | -11.79% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,498 | $2.57M | $2.49M | -$81,516.21 | -3.17% |