| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 281 | $12,015.59 | $10,604.94 | -$1,410.65 | -11.74% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,070 | $452,869 | $342,301.8 | -$110,567.2 | -24.41% |
Mark Fonville Fonville Wealth Management LLC | 32,964 | $1.7M | $1.24M | -$457,222.31 | -26.88% |
Cody Gehman Stonebridge Financial Group, LLC | 5,710 | $300,474.61 | $215,495.4 | -$84,979.21 | -28.28% |
Wayne Atkins VCI Wealth Management LLC | 152,033 | $6.2M | $5.74M | -$466,207.44 | -7.51% |
Kent Keister Bear Mountain Capital, Inc. | 84 | $5,217.91 | $3,170.16 | -$2,047.75 | -39.24% |
Curtis Burkholder Bare Financial Services, Inc | 404 | $19,206.63 | $15,246.96 | -$3,959.67 | -20.62% |
Joshua Stipcich Tidemark, LLC | 449 | $25,859.34 | $16,945.26 | -$8,914.08 | -34.47% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,159 | $760,509.63 | $647,580.66 | -$112,928.97 | -14.85% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 54,728 | $2.7M | $2.07M | -$637,817.75 | -23.59% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,068 | $124,041.93 | $78,046.32 | -$45,995.61 | -37.08% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 6,376 | $302,784.68 | $240,630.24 | -$62,154.44 | -20.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,503 | $805,100.88 | $547,343.22 | -$257,757.66 | -32.02% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 60,648 | $2.33M | $2.29M | -$41,240.64 | -1.77% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 17,675 | $874,535.69 | $667,054.5 | -$207,481.19 | -23.72% |
Matthew Stead Sachetta, LLC | 384 | $24,798 | $14,492.16 | -$10,305.84 | -41.56% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,518 | $135,162 | $132,769.32 | -$2,392.68 | -1.77% |
Adam Colby Wealth Group Ltd | 8,535 | $454,539.7 | $322,110.9 | -$132,428.8 | -29.13% |
Chandler te Velde Maia Wealth LLC | 9,485 | $466,870.51 | $357,963.9 | -$108,906.61 | -23.33% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 147,080 | $7.4M | $5.55M | -$1.85M | -24.99% |