| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 119 | $12,990 | $12,216.54 | -$773.46 | -5.95% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,109 | $230,022.27 | $216,277.95 | -$13,744.32 | -5.98% |
Mark Fonville Fonville Wealth Management LLC | 5,325 | $588,126.84 | $546,664.5 | -$41,462.34 | -7.05% |
Keisuke Ichihara Rakuten Securities, Inc. | 161 | $17,595.43 | $16,645.79 | -$949.64 | -5.4% |
Joshua Stipcich Tidemark, LLC | 421 | $46,588.17 | $43,516.66 | -$3,071.51 | -6.59% |
Luke Bunch OxenFree Capital LLC | 3,663 | $402,750.66 | $378,882.4 | -$23,868.26 | -5.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 28 | $3,069.07 | $2,895.06 | -$174.01 | -5.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,692 | $1.73M | $1.62M | -$109,309.5 | -6.31% |
Matthew Stead Sachetta, LLC | 276 | $30,513.23 | $28,559.27 | -$1,953.96 | -6.4% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 7,587 | $835,980.36 | $785,330.37 | -$50,649.99 | -6.06% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,682 | $732,670.4 | $691,921.1 | -$40,749.3 | -5.56% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,454 | $1.26M | $1.18M | -$87,852.84 | -6.95% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 29,528 | $3.26M | $3.03M | -$230,391.02 | -7.06% |
Jonathan Chatfield LM Advisors LLC | 3,979 | $435,116.85 | $408,046.45 | -$27,070.4 | -6.22% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 10,140 | $1.1M | $1.04M | -$61,150.23 | -5.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 13,239 | $1.46M | $1.37M | -$93,221.17 | -6.38% |
Angela Mari Abich Financial Wealth Management LLC | 181 | $20,000.07 | $18,581.46 | -$1,418.61 | -7.09% |
| FTM F. Thomas Mosley Mosley Wealth Management | 35 | $3,901 | $3,621.62 | -$279.38 | -7.16% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,131 | $664,063.34 | $635,079.63 | -$28,983.71 | -4.36% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 69 | $7,636 | $7,083.54 | -$552.46 | -7.23% |