| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christy Clarin Portfolio Design Labs, LLC | 5,279 | $1.49M | $1.15M | -$338,986.43 | -22.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,859 | $3.44M | $3.24M | -$203,739.04 | -5.92% |
Craig Silberg EVERPAR ADVISORS LLC | 2,566 | $570,251.66 | $559,670.26 | -$10,581.4 | -1.86% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,701 | $280,529.59 | $372,638.09 | $92,108.5 | 32.83% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,257 | $375,590.04 | $492,274.27 | $116,684.23 | 31.07% |
Carol Smith Access Investment Management LLC | 65 | $19,161 | $14,177.15 | -$4,983.85 | -26.01% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,131 | $310,287.26 | $246,682.41 | -$63,604.85 | -20.5% |
Matthew Stead Sachetta, LLC | 2,855 | $542,462.74 | $619,734.87 | $77,272.13 | 14.24% |
Nicole Davis Northwest Financial Advisors | 865 | $201,501.03 | $188,665.15 | -$12,835.88 | -6.37% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,999 | $690,601.52 | $654,111.89 | -$36,489.63 | -5.28% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 14,850 | $4.37M | $3.23M | -$1.14M | -26.06% |
Neil Greenspan Fielder Capital Group LLC | 1,757 | $360,986.43 | $382,340.77 | $21,354.34 | 5.92% |
Chandler te Velde Maia Wealth LLC | 1,644 | $310,057.31 | $358,572.84 | $48,515.53 | 15.65% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,112 | $532,712.17 | $459,592.32 | -$73,119.85 | -13.73% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,854 | $1.21M | $1.49M | $286,337.79 | 23.74% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 5,506 | $967,987.56 | $1.2M | $230,173.1 | 23.78% |
James Morris FMA Wealth Management, LLC | 762 | $214,282 | $166,199.82 | -$48,082.18 | -22.44% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,770 | $499,433.85 | $373,824 | -$125,609.85 | -25.15% |
Amy Taylor Pingora Partners LLC | 8,070 | $1.32M | $1.76M | $439,476.9 | 33.28% |
Michael Herman Apollon Financial, LLC | 1,992 | $506,544.24 | $433,479.12 | -$73,065.12 | -14.42% |