| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,654 | $441,010.69 | $370,392.24 | -$70,618.45 | -16.01% |
Wynn Capital LLC Wynn Capital, LLC | 8,545 | $1.34M | $1.19M | -$151,037.96 | -11.24% |
Rob Dainard Hara Capital LLC | 1,916 | $254,254.56 | $263,890.68 | $9,636.12 | 3.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 465 | $67,020.37 | $64,895.4 | -$2,124.97 | -3.17% |
Christy Clarin Portfolio Design Labs, LLC | 10,268 | $1.46M | $1.41M | -$43,773.85 | -3% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 18,279 | $3.11M | $2.54M | -$563,686.43 | -18.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,155 | $3.39M | $2.93M | -$450,957.73 | -13.32% |
Craig Silberg EVERPAR ADVISORS LLC | 4,520 | $697,603.01 | $630,811.2 | -$66,791.81 | -9.57% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,228 | $1.22M | $995,512.44 | -$226,679.24 | -18.55% |
Matthew Stead Sachetta, LLC | 475 | $77,152.26 | $66,291 | -$10,861.26 | -14.08% |
Ellwood Derricks Partnership Wealth Management, LLC | 11,971 | $2.02M | $1.67M | -$344,886.15 | -17.11% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,763 | $291,497.99 | $246,044.28 | -$45,453.71 | -15.59% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20,865 | $3.28M | $2.94M | -$339,401.85 | -10.36% |
Scott Noble Boomfish Wealth Group, LLC | 10,775 | $1.73M | $1.5M | -$222,998.55 | -12.91% |
Chandler te Velde Maia Wealth LLC | 2,095 | $339,676.03 | $292,378.2 | -$47,297.83 | -13.92% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,364 | $2.66M | $2.42M | -$241,203.32 | -9.05% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,530 | $1.48M | $1.19M | -$288,571.7 | -19.51% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 25,944 | $4.12M | $3.57M | -$551,429.95 | -13.37% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,143 | $471,261.41 | $436,946.16 | -$34,315.25 | -7.28% |
Nicholas Holmes Objectivity Squared, LLC | 2,116 | $356,342.44 | $294,170.56 | -$62,171.88 | -17.45% |