| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 322 | $38,171 | $36,888.32 | -$1,282.68 | -3.36% |
Wynn Capital LLC Wynn Capital, LLC | 3,000 | $357,330.37 | $343,680 | -$13,650.37 | -3.82% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 35 | $3,926 | $4,009.6 | $83.6 | 2.13% |
Dustin Schick Evergreen Private Wealth LLC | 1,417 | $163,256.61 | $162,331.52 | -$925.09 | -0.57% |
Christy Clarin Portfolio Design Labs, LLC | 11,412 | $1.45M | $1.31M | -$146,685.4 | -10.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,165 | $554,732.46 | $476,809.2 | -$77,923.26 | -14.05% |
Craig Silberg EVERPAR ADVISORS LLC | 2,908 | $285,986 | $333,140.48 | $47,154.48 | 16.49% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,886 | $339,740.79 | $330,620.16 | -$9,120.63 | -2.68% |
Matthew Stead Sachetta, LLC | 121 | $13,363.08 | $13,251.92 | -$111.16 | -0.83% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 508 | $72,173.01 | $58,186.32 | -$13,986.69 | -19.38% |
Neil Greenspan Fielder Capital Group LLC | 2,509 | $295,300.21 | $287,380.86 | -$7,919.35 | -2.68% |
Scott Noble Boomfish Wealth Group, LLC | 12,094 | $1.45M | $1.39M | -$60,024.3 | -4.15% |
Christian Scharosch 1248 Management, LLC | 69 | $10,645 | $7,904.64 | -$2,740.36 | -25.74% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,694 | $866,296.6 | $767,801.8 | -$98,494.8 | -11.37% |
Amy Taylor Pingora Partners LLC | 1,000 | $119,110 | $114,560 | -$4,550 | -3.82% |
Michael Herman Apollon Financial, LLC | 2,950 | $420,184.72 | $337,893 | -$82,291.72 | -19.58% |
Kelly Richert Clayton Financial Group LLC | 20 | $1,843 | $2,290.8 | $447.8 | 24.3% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 23,983 | $2.86M | $2.75M | -$111,000.87 | -3.89% |
Alan Gilmore Private Wealth Management Group, LLC | 43 | $5,188.54 | $4,922.64 | -$265.9 | -5.12% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 72,195 | $8.63M | $8.29M | -$335,263.89 | -3.89% |