| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,654 | $441,010.69 | $340,720.52 | -$100,290.17 | -22.74% |
Wynn Capital LLC Wynn Capital, LLC | 8,545 | $1.34M | $1.1M | -$246,571.06 | -18.35% |
Rob Dainard Hara Capital LLC | 1,916 | $254,254.56 | $251,063.06 | -$3,191.5 | -1.26% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 465 | $67,020.37 | $60,631.35 | -$6,389.02 | -9.53% |
Christy Clarin Portfolio Design Labs, LLC | 10,268 | $1.46M | $1.34M | -$113,185.53 | -7.76% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 18,279 | $3.11M | $2.37M | -$732,950.15 | -23.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,155 | $3.39M | $2.72M | -$669,277.33 | -19.77% |
Craig Silberg EVERPAR ADVISORS LLC | 4,520 | $697,603.01 | $592,278.2 | -$105,324.81 | -15.1% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,228 | $1.22M | $939,998.51 | -$282,193.17 | -23.09% |
Matthew Stead Sachetta, LLC | 475 | $77,152.26 | $61,854.5 | -$15,297.76 | -19.83% |
Ellwood Derricks Partnership Wealth Management, LLC | 11,973 | $2.02M | $1.56M | -$456,693.79 | -22.66% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,763 | $291,497.99 | $230,194.91 | -$61,303.08 | -21.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20,865 | $3.28M | $2.68M | -$598,336.29 | -18.26% |
Scott Noble Boomfish Wealth Group, LLC | 10,861 | $1.74M | $1.41M | -$330,164.69 | -18.99% |
Chandler te Velde Maia Wealth LLC | 2,095 | $339,676.03 | $274,340.25 | -$65,335.78 | -19.23% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 18,675 | $2.79M | $2.44M | -$344,790.19 | -12.36% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,324 | $1.45M | $1.09M | -$355,260.16 | -24.53% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 25,944 | $4.12M | $3.38M | -$746,251.23 | -18.09% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,143 | $471,261.41 | $413,273.07 | -$57,988.34 | -12.3% |
Nicholas Holmes Objectivity Squared, LLC | 2,116 | $356,342.44 | $276,529.46 | -$79,812.98 | -22.4% |