| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 373 | $17,549.78 | $16,579.85 | -$969.93 | -5.53% |
Brad Sayre Shared Vision Wealth Group LLC | 455,884 | $21M | $20.28M | -$728,578.64 | -3.47% |
Kate Ring Stash Investments, LLC | 1.11M | $51.06M | $49.24M | -$1.83M | -3.58% |
Joshua Stipcich Tidemark, LLC | 188 | $8,682.21 | $8,356.62 | -$325.59 | -3.75% |
Andrea Butler Sequent Planning LLC | 7,515 | $348,583.33 | $333,965.85 | -$14,617.48 | -4.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 8,269 | $384,501.45 | $367,675.3 | -$16,826.15 | -4.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 53,653 | $2.46M | $2.37M | -$91,197.06 | -3.7% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 36,996 | $1.69M | $1.65M | -$46,685 | -2.76% |
Adam Colby Wealth Group Ltd | 13,102 | $587,494.15 | $582,187.37 | -$5,306.78 | -0.9% |
Chandler te Velde Maia Wealth LLC | 58,794 | $2.7M | $2.61M | -$89,319.72 | -3.31% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 83,804 | $3.89M | $3.72M | -$170,257.99 | -4.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 354,210 | $16.14M | $15.75M | -$395,649.27 | -2.45% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 135,156 | $6.2M | $6.01M | -$188,308.63 | -3.04% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,649 | $630,264.66 | $606,356.82 | -$23,907.84 | -3.79% |
Michael Herman Apollon Financial, LLC | 62,631 | $2.91M | $2.78M | -$125,965.72 | -4.33% |
David McNeely Darden Wealth Group Inc | 5,483 | $252,674.74 | $244,075.74 | -$8,599 | -3.4% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 450,995 | $20.76M | $20.02M | -$736,808.35 | -3.55% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 132,158 | $6.07M | $5.88M | -$186,637.08 | -3.08% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,010 | $323,512 | $311,349.15 | -$12,162.85 | -3.76% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 13,810 | $636,365.2 | $614,683.1 | -$21,682.1 | -3.41% |