| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,694 | $1.29M | $1.09M | -$205,783.5 | -15.93% |
Carol Smith Access Investment Management LLC | 200 | $75,855.07 | $59,102 | -$16,753.07 | -22.09% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,022 | $383,534.29 | $300,386.25 | -$83,148.04 | -21.68% |
Matthew Stead Sachetta, LLC | 961 | $347,394.37 | $293,585.5 | -$53,808.87 | -15.49% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,457 | $1.9M | $1.6M | -$292,932.09 | -15.44% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 8,007 | $2.91M | $2.47M | -$440,218.52 | -15.14% |
Neil Greenspan Fielder Capital Group LLC | 1,278 | $448,591.08 | $377,661.79 | -$70,929.29 | -15.81% |
Scott Noble Boomfish Wealth Group, LLC | 2,399 | $833,967.43 | $735,413.45 | -$98,553.98 | -11.82% |
Chandler te Velde Maia Wealth LLC | 2,700 | $1.09M | $797,877.03 | -$290,648.58 | -26.7% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,145 | $5.37M | $4.48M | -$892,078.66 | -16.62% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,201 | $2.48M | $2.21M | -$266,159.95 | -10.73% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 20,395 | $7.24M | $6.22M | -$1.02M | -14.06% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 780 | $256,533.99 | $238,219.8 | -$18,314.19 | -7.14% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,443 | $500,852.3 | $426,420.94 | -$74,431.36 | -14.86% |
Christian Scharosch 1248 Management, LLC | 96 | $35,197.47 | $28,368.96 | -$6,828.51 | -19.4% |
Sharon Allen Sterling Wealth Management, Inc. | 1,305 | $452,460.66 | $402,292.35 | -$50,168.31 | -11.09% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 16,216 | $6.57M | $4.79M | -$1.78M | -27.07% |
Amy Taylor Pingora Partners LLC | 1,155 | $407,119.5 | $339,477.61 | -$67,641.89 | -16.61% |
Michael Herman Apollon Financial, LLC | 1,988 | $733,634.09 | $584,312.98 | -$149,321.11 | -20.35% |
Margaret Nickens Elm3 Financial Group, LLC | 2,197 | $878,142.92 | $649,235.49 | -$228,907.43 | -26.07% |