| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob Dainard Hara Capital LLC | 2,245 | $64,925.33 | $56,237.25 | -$8,688.08 | -13.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 994 | $26,373.7 | $24,899.7 | -$1,474 | -5.59% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 20,245 | $538,443.69 | $507,137.23 | -$31,306.46 | -5.81% |
Christy Clarin Portfolio Design Labs, LLC | 46,721 | $1.19M | $1.17M | -$19,442.04 | -1.63% |
JORDAN GREEN Valley Financial Group, Inc. | 8,679 | $249,651.73 | $217,408.94 | -$32,242.79 | -12.92% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 56,738 | $1.5M | $1.4M | -$99,534.67 | -6.62% |
Craig Silberg EVERPAR ADVISORS LLC | 10,746 | $283,729.65 | $269,187.29 | -$14,542.36 | -5.13% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 116,326 | $3.08M | $2.91M | -$164,799.11 | -5.35% |
Matthew Stead Sachetta, LLC | 1,739 | $44,811.74 | $43,561.95 | -$1,249.79 | -2.79% |
Ellwood Derricks Partnership Wealth Management, LLC | 29,614 | $852,472.04 | $741,830.67 | -$110,641.37 | -12.98% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 7,247 | $203,491 | $181,537.34 | -$21,953.66 | -10.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 12,405 | $329,618.25 | $310,745.24 | -$18,873.01 | -5.73% |
Chandler te Velde Maia Wealth LLC | 9,271 | $258,350.23 | $232,238.54 | -$26,111.69 | -10.11% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 14,389 | $404,045 | $360,444.44 | -$43,600.56 | -10.79% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 44,319 | $1.76M | $1.11M | -$644,900.57 | -36.74% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 146,657 | $3.96M | $3.67M | -$286,586.33 | -7.24% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 692 | $18,894.52 | $17,334.6 | -$1,559.92 | -8.26% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,942 | $355,242.22 | $349,247.09 | -$5,995.13 | -1.69% |
Amy Taylor Pingora Partners LLC | 89,510 | $2.52M | $2.24M | -$275,528.86 | -10.94% |
| MB Matthieu Balmer Climber Capital SA | 19,350 | $543,093 | $484,717.48 | -$58,375.52 | -10.75% |