| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 18,079 | $638,369.49 | $644,335.56 | $5,966.07 | 0.93% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,220 | $458,165.5 | $328,600.8 | -$129,564.7 | -28.28% |
Mark Fonville Fonville Wealth Management LLC | 35,908 | $1.81M | $1.28M | -$530,544.51 | -29.31% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,231 | $220,016.61 | $222,010.53 | $1,993.92 | 0.91% |
Wayne Atkins VCI Wealth Management LLC | 247,831 | $9.85M | $9.11M | -$740,791.41 | -7.52% |
Kent Keister Bear Mountain Capital, Inc. | 84 | $5,217.91 | $2,993.76 | -$2,224.15 | -42.63% |
Curtis Burkholder Bare Financial Services, Inc | 404 | $19,206.63 | $14,398.56 | -$4,808.07 | -25.03% |
Joshua Stipcich Tidemark, LLC | 449 | $25,859.34 | $16,514.22 | -$9,345.12 | -36.14% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,420 | $769,725.54 | $620,848.8 | -$148,876.74 | -19.34% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 77,204 | $3.55M | $2.75M | -$798,877.37 | -22.5% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 666 | $38,225.39 | $23,736.24 | -$14,489.15 | -37.9% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 6,376 | $302,784.68 | $228,834.64 | -$73,950.04 | -24.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,503 | $805,100.88 | $520,512.67 | -$284,588.21 | -35.35% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 25,387 | $1.15M | $904,792.68 | -$242,053.73 | -21.11% |
Matthew Stead Sachetta, LLC | 384 | $24,798 | $13,685.76 | -$11,112.24 | -44.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,793 | $144,872.25 | $135,144.59 | -$9,727.66 | -6.71% |
Adam Colby Wealth Group Ltd | 10,899 | $538,012.54 | $388,440.36 | -$149,572.18 | -27.8% |
Chandler te Velde Maia Wealth LLC | 7,554 | $373,641.81 | $269,224.56 | -$104,417.25 | -27.95% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 147,080 | $7.4M | $5.24M | -$2.16M | -29.16% |
Chris Chatto Encompass More Asset Management | 468,282 | $21.61M | $16.69M | -$4.92M | -22.77% |