| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 568 | $200,253 | $188,553.27 | -$11,699.73 | -5.84% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 19,862 | $7.05M | $6.59M | -$455,413.24 | -6.46% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 780 | $256,533.99 | $258,928.79 | $2,394.8 | 0.93% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,443 | $500,852.3 | $479,018.27 | -$21,834.03 | -4.36% |
Christian Scharosch 1248 Management, LLC | 784 | $287,256.8 | $260,256.63 | -$27,000.17 | -9.4% |
Sharon Allen Sterling Wealth Management, Inc. | 1,305 | $452,460.66 | $433,207.79 | -$19,252.87 | -4.26% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 16,216 | $6.57M | $5.38M | -$1.19M | -18.07% |
Amy Taylor Pingora Partners LLC | 1,155 | $407,119.5 | $383,413.79 | -$23,705.71 | -5.82% |
Michael Herman Apollon Financial, LLC | 1,988 | $733,634.09 | $659,936.46 | -$73,697.63 | -10.05% |
Margaret Nickens Elm3 Financial Group, LLC | 3,124 | $1.22M | $1.04M | -$180,872.5 | -14.85% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 757 | $267,033 | $251,293.71 | -$15,739.29 | -5.89% |
Chris Chatto Encompass More Asset Management | 1,040 | $393,165.12 | $345,238.39 | -$47,926.73 | -12.19% |
David McNeely Darden Wealth Group Inc | 2,390 | $831,374.73 | $844,004.62 | $12,629.89 | 1.52% |
Christopher Griffith Stablepoint Partners, LLC | 4,842 | $1.62M | $1.61M | -$12,921.27 | -0.8% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,128 | $744,729.36 | $706,410.88 | -$38,318.48 | -5.15% |
Adam Hill Bey-Douglas LLC | 705 | $258,091.21 | $234,031.8 | -$24,059.41 | -9.32% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 26,373 | $9.14M | $8.75M | -$389,562.59 | -4.26% |
Jonathan Chatfield LM Advisors LLC | 928 | $361,000.2 | $308,058.87 | -$52,941.33 | -14.67% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 5,678 | $2.11M | $1.88M | -$222,479.01 | -10.56% |
Alan Gilmore Private Wealth Management Group, LLC | 1,094 | $383,541.55 | $363,164.23 | -$20,377.32 | -5.31% |