| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,962 | $4.43M | $4.13M | -$305,710.16 | -6.9% |
Craig Silberg EVERPAR ADVISORS LLC | 2,547 | $763,708.94 | $689,320.11 | -$74,388.83 | -9.74% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 821 | $240,543.07 | $222,195.45 | -$18,347.62 | -7.63% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,514 | $1.04M | $964,540.25 | -$75,319.89 | -7.24% |
Carol Smith Access Investment Management LLC | 650 | $192,514.79 | $175,916.01 | -$16,598.78 | -8.62% |
Matthew Stead Sachetta, LLC | 946 | $278,835.03 | $256,025.45 | -$22,809.58 | -8.18% |
Ellwood Derricks Partnership Wealth Management, LLC | 3,155 | $924,129.45 | $853,869.23 | -$70,260.22 | -7.6% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 10,600 | $3.19M | $2.87M | -$320,197.77 | -10.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 547 | $164,277.44 | $149,238 | -$15,039.44 | -9.15% |
Chandler te Velde Maia Wealth LLC | 1,084 | $310,619.85 | $293,373.77 | -$17,246.08 | -5.55% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,009 | $914,061.11 | $814,355.79 | -$99,705.32 | -10.91% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 11,864 | $3.11M | $3.21M | $96,349.08 | 3.09% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 2,106 | $617,301.63 | $576,454.32 | -$40,847.31 | -6.62% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 4,060 | $1.14M | $1.12M | -$25,375.04 | -2.22% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 462 | $140,368.41 | $125,035.68 | -$15,332.73 | -10.92% |
Christian Scharosch 1248 Management, LLC | 122 | $37,863.75 | $33,635.4 | -$4,228.35 | -11.17% |
Sharon Allen Sterling Wealth Management, Inc. | 12,187 | $3.47M | $3.3M | -$169,544.59 | -4.89% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,670 | $2.63M | $2.35M | -$283,343.75 | -10.77% |
Amy Taylor Pingora Partners LLC | 3,332 | $984,433.87 | $909,069.53 | -$75,364.34 | -7.66% |
Michael Herman Apollon Financial, LLC | 2,239 | $648,474.62 | $605,962.98 | -$42,511.64 | -6.56% |