| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,194 | $406,140.61 | $286,031.78 | -$120,108.83 | -29.57% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 4,096 | $510,233.01 | $550,686.72 | $40,453.71 | 7.93% |
Neil Greenspan Fielder Capital Group LLC | 4,891 | $574,443.09 | $633,872.62 | $59,429.53 | 10.35% |
Chandler te Velde Maia Wealth LLC | 3,120 | $509,643.25 | $404,913.6 | -$104,729.65 | -20.55% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 22,033 | $3.06M | $2.85M | -$216,457.16 | -7.07% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,753 | $933,064.44 | $1.12M | $186,881.91 | 20.03% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 20,444 | $3.06M | $2.64M | -$425,881.92 | -13.91% |
Christian Scharosch 1248 Management, LLC | 54,603 | $9.78M | $7.21M | -$2.57M | -26.29% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 34,838 | $9.46M | $4.47M | -$4.99M | -52.71% |
Amy Taylor Pingora Partners LLC | 4,700 | $624,701.33 | $613,491 | -$11,210.33 | -1.79% |
Michael Herman Apollon Financial, LLC | 3,791 | $596,301.81 | $491,312.84 | -$104,988.97 | -17.61% |
Kelly Richert Clayton Financial Group LLC | 300 | $41,190 | $39,012 | -$2,178 | -5.29% |
Christopher Griffith Stablepoint Partners, LLC | 13,277 | $1.6M | $1.73M | $128,854.98 | 8.07% |
Amber Baker NDVR, Inc. | 1,199 | $337,206.79 | $160,270.33 | -$176,936.46 | -52.47% |
Jonathan Chatfield LM Advisors LLC | 15,701 | $2.22M | $2.04M | -$180,243.9 | -8.12% |
Jennifer Milam Mustard Seed Financial, LLC | 3,397 | $358,569.52 | $456,964.44 | $98,394.92 | 27.44% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,628 | $1.08M | $859,850.44 | -$217,811.9 | -20.21% |
Alan Gilmore Private Wealth Management Group, LLC | 1,160 | $151,488.79 | $155,979.4 | $4,490.61 | 2.96% |
David Novak Novak & Powell Financial Services, Inc. | 2,728 | $399,790 | $359,318.52 | -$40,471.48 | -10.12% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 891 | $249,818.74 | $115,963.65 | -$133,855.09 | -53.58% |