| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Collin Randall Randall & Associates Wealth Management | 669 | $220,027.51 | $222,081.23 | $2,053.72 | 0.93% |
Seth Hodes Able Wealth Management LLC | 1,136 | $407,417.91 | $377,106.55 | -$30,311.36 | -7.44% |
Kevin Kuhn Kuhn & Co Investment Counsel | 746 | $258,495.1 | $247,642.15 | -$10,852.95 | -4.2% |
Brian Distler Lakeridge Wealth Management LLC | 1,346 | $467,322.14 | $446,818.15 | -$20,503.99 | -4.39% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 585 | $208,351.13 | $194,196.59 | -$14,154.54 | -6.79% |
Corey Saft Sivia Capital Partners, LLC | 3,788 | $1.35M | $1.26M | -$96,984.28 | -7.16% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,286 | $473,636 | $452,581.98 | -$21,054.02 | -4.45% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 611 | $245,128.11 | $202,827.55 | -$42,300.56 | -17.26% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,865 | $994,575.93 | $951,065.37 | -$43,510.56 | -4.37% |
Angela Pompian Sunpointe, LLC | 2,280 | $822,026.39 | $756,868.78 | -$65,157.61 | -7.93% |
D. Garet Strange Hobbs Group Advisors, LLC | 958 | $335,577.67 | $318,017.67 | -$17,560 | -5.23% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 1,731 | $633,418.88 | $574,622.74 | -$58,796.14 | -9.28% |
Kyle Jones Pineridge Advisors LLC | 367 | $127,176.45 | $121,829.32 | -$5,347.13 | -4.2% |
Michael Koch Counterweight Ventures, LLC | 7,629 | $2.7M | $2.53M | -$168,449.16 | -6.24% |
Jay S. Arce Taylor Financial Group, Inc. | 8,861 | $3.08M | $2.94M | -$136,061.55 | -4.42% |
Sean Rooney Prospect Financial Services LLC | 808 | $314,581.62 | $285,337.13 | -$29,244.49 | -9.3% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 6,120 | $2.22M | $2.03M | -$186,735.48 | -8.42% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,602 | $2.07M | $1.99M | -$82,109.04 | -3.96% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 1,883 | $630,882.31 | $625,080.66 | -$5,801.65 | -0.92% |
Ashley Meredith Abel Hall, LLC | 1,930 | $670,387.4 | $640,682.78 | -$29,704.62 | -4.43% |