| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,070 | $413,532.8 | $151,015.5 | -$262,517.3 | -63.48% |
Mark Fonville Fonville Wealth Management LLC | 34,594 | $1.63M | $561,460.62 | -$1.07M | -65.54% |
Wayne Atkins VCI Wealth Management LLC | 235,487 | $7.52M | $3.92M | -$3.6M | -47.9% |
Kent Keister Bear Mountain Capital, Inc. | 84 | $5,189.56 | $1,398.6 | -$3,790.96 | -73.05% |
Curtis Burkholder Bare Financial Services, Inc | 404 | $17,871.76 | $6,556.92 | -$11,314.84 | -63.31% |
Joshua Stipcich Tidemark, LLC | 449 | $25,859.34 | $7,475.85 | -$18,383.49 | -71.09% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,159 | $758,024.64 | $285,697.35 | -$472,327.29 | -62.31% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 71,946 | $2.14M | $1.2M | -$937,937.27 | -43.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,068 | $119,751.35 | $34,432.2 | -$85,319.15 | -71.25% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 6,376 | $298,649.51 | $106,160.4 | -$192,489.11 | -64.45% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,503 | $723,338.39 | $235,383.69 | -$487,954.7 | -67.46% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 60,648 | $1.25M | $1.01M | -$243,804.96 | -19.45% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 17,675 | $632,262.88 | $294,288.75 | -$337,974.13 | -53.45% |
Matthew Stead Sachetta, LLC | 384 | $24,798 | $6,232.32 | -$18,565.68 | -74.87% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,518 | $72,717.06 | $57,097.14 | -$15,619.92 | -21.48% |
Adam Colby Wealth Group Ltd | 8,535 | $333,473.3 | $142,107.75 | -$191,365.55 | -57.39% |
Chandler te Velde Maia Wealth LLC | 9,485 | $466,870.51 | $157,925.25 | -$308,945.26 | -66.17% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 147,080 | $7.12M | $2.45M | -$4.68M | -65.62% |
Nicholas Holmes Objectivity Squared, LLC | 11,021 | $322,494.87 | $183,499.65 | -$138,995.22 | -43.1% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,679 | $117,384.93 | $94,555.35 | -$22,829.58 | -19.45% |