| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,178 | $690,820.16 | $634,191.18 | -$56,628.98 | -8.2% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,824 | $492,157.76 | $425,203.44 | -$66,954.32 | -13.6% |
Rob Dainard Hara Capital LLC | 625 | $45,956.74 | $38,456.25 | -$7,500.49 | -16.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 799 | $45,978.47 | $49,785.69 | $3,807.22 | 8.28% |
Christy Clarin Portfolio Design Labs, LLC | 3,657 | $218,432.65 | $225,015.21 | $6,582.56 | 3.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 28,582 | $1.94M | $1.78M | -$166,370 | -8.56% |
Craig Silberg EVERPAR ADVISORS LLC | 11,587 | $809,743.78 | $721,985.97 | -$87,757.81 | -10.84% |
Matthew Stead Sachetta, LLC | 937 | $61,974.77 | $58,384.47 | -$3,590.3 | -5.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 561 | $32,352.24 | $35,685.21 | $3,332.97 | 10.3% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,517 | $241,082.24 | $219,144.27 | -$21,937.97 | -9.1% |
Christian Scharosch 1248 Management, LLC | 122 | $8,285.02 | $7,585.96 | -$699.06 | -8.44% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 28,785 | $1.82M | $1.79M | -$26,136.22 | -1.44% |
Amy Taylor Pingora Partners LLC | 1,000 | $72,430.16 | $63,610 | -$8,820.16 | -12.18% |
Christopher Griffith Stablepoint Partners, LLC | 53,019 | $3.68M | $3.3M | -$381,233.99 | -10.35% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 25 | $1,842 | $1,557.75 | -$284.25 | -15.43% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,276 | $246,469.02 | $266,437.56 | $19,968.54 | 8.1% |
Alan Gilmore Private Wealth Management Group, LLC | 552 | $39,927.75 | $34,395.12 | -$5,532.63 | -13.86% |
David P. Cushing nVerses Capital, LLC | 5,425 | $312,697 | $338,031.75 | $25,334.75 | 8.1% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,473 | $310,696.79 | $278,712.63 | -$31,984.16 | -10.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 156,367 | $11.05M | $9.72M | -$1.33M | -12.02% |