| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,062 | $259,757.9 | $209,968.02 | -$49,789.88 | -19.17% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,383 | $318,332.09 | $273,889.32 | -$44,442.77 | -13.96% |
Cody Gehman Stonebridge Financial Group, LLC | 23,677 | $5.74M | $4.69M | -$1.05M | -18.33% |
Curtis Burkholder Bare Financial Services, Inc | 99 | $22,264.26 | $19,376.28 | -$2,887.98 | -12.97% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,530 | $281,964 | $301,884.3 | $19,920.3 | 7.06% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,832 | $630,253.78 | $562,817.52 | -$67,436.26 | -10.7% |
Joshua Stipcich Tidemark, LLC | 182 | $44,912.06 | $35,559.16 | -$9,352.9 | -20.82% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,277 | $2.12M | $1.83M | -$286,548.95 | -13.54% |
Andrea Butler Sequent Planning LLC | 1,307 | $333,535.24 | $258,838.28 | -$74,696.96 | -22.4% |
Jaran Day OPINICUS CAPITAL, INC. | 5,733 | $1.29M | $1.12M | -$169,931.48 | -13.17% |
Wynn Capital LLC Wynn Capital, LLC | 4,337 | $967,013.41 | $849,184.6 | -$117,828.81 | -12.18% |
Rob Dainard Hara Capital LLC | 2,540 | $565,277 | $501,777 | -$63,500 | -11.23% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 344 | $80,555.9 | $67,210.72 | -$13,345.18 | -16.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,208 | $2.75M | $2.11M | -$644,136.36 | -23.38% |
Craig Silberg EVERPAR ADVISORS LLC | 2,395 | $533,056.36 | $473,132.25 | -$59,924.11 | -11.24% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,843 | $758,831.41 | $563,681.61 | -$195,149.8 | -25.72% |
Matthew Stead Sachetta, LLC | 142 | $32,845.6 | $27,779.46 | -$5,066.14 | -15.42% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 321 | $75,719.94 | $62,826.12 | -$12,893.82 | -17.03% |
Scott Noble Boomfish Wealth Group, LLC | 13,204 | $2.96M | $2.58M | -$380,637.98 | -12.86% |
Chandler te Velde Maia Wealth LLC | 1,668 | $375,586.85 | $329,113.08 | -$46,473.77 | -12.37% |