| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 373 | $17,549.78 | $17,062.88 | -$486.9 | -2.77% |
Brad Sayre Shared Vision Wealth Group LLC | 396,227 | $18.25M | $18.13M | -$125,443.52 | -0.69% |
Kate Ring Stash Investments, LLC | 988,610 | $45.54M | $45.23M | -$310,463.98 | -0.68% |
Thomas Hood Alternative Investment Advisors, LLC. | 65,476 | $2.99M | $3M | $1,533.68 | 0.05% |
Joshua Stipcich Tidemark, LLC | 153 | $7,067 | $7,000.42 | -$66.58 | -0.94% |
Andrea Butler Sequent Planning LLC | 5,811 | $269,946.96 | $265,878.82 | -$4,068.14 | -1.51% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 9,358 | $434,845.83 | $428,169.68 | -$6,676.15 | -1.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 53,653 | $2.46M | $2.46M | -$9,376.24 | -0.38% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 27,233 | $1.25M | $1.25M | $988.42 | 0.08% |
Adam Colby Wealth Group Ltd | 18,756 | $841,019.71 | $859,026.68 | $18,006.97 | 2.14% |
Chandler te Velde Maia Wealth LLC | 62,723 | $2.88M | $2.87M | -$10,263.26 | -0.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 54,278 | $2.56M | $2.48M | -$74,006.76 | -2.89% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 284,602 | $13.07M | $13.02M | -$49,535.77 | -0.38% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 135,754 | $6.23M | $6.21M | -$17,341.43 | -0.28% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 15,468 | $713,195.42 | $707,970.36 | -$5,225.06 | -0.73% |
Michael Herman Apollon Financial, LLC | 59,318 | $2.75M | $2.71M | -$40,731.52 | -1.48% |
David McNeely Darden Wealth Group Inc | 5,491 | $253,043.32 | $251,240.7 | -$1,802.62 | -0.71% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 450,995 | $20.76M | $20.64M | -$121,200.18 | -0.58% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 130,615 | $5.99M | $5.98M | -$18,134.08 | -0.3% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 13,810 | $636,365.2 | $631,876.55 | -$4,488.65 | -0.71% |