| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jody White Farrow Financial Inc. | 5,989 | $879,650.16 | $839,538.02 | -$40,082.2 | -4.56% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,307 | $631,627.14 | $603,927.54 | -$27,699.6 | -4.38% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,379 | $199,198 | $193,363.38 | -$5,834.62 | -2.93% |
Neil Greenspan Fielder Capital Group LLC | 11,089 | $1.89M | $1.55M | -$332,175.84 | -17.6% |
Scott Noble Boomfish Wealth Group, LLC | 13,688 | $2.01M | $1.92M | -$85,790.29 | -4.28% |
Chandler te Velde Maia Wealth LLC | 8,145 | $1.23M | $1.14M | -$90,572.31 | -7.35% |
| FWM Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 2,692 | $436,782.94 | $377,445.32 | -$59,324.16 | -13.58% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,434 | $396,599.43 | $341,198.12 | -$55,389.14 | -13.97% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,824 | $271,839.13 | $255,761.28 | -$16,077.85 | -5.91% |
Christian Scharosch 1248 Management, LLC | 3,978 | $656,549.29 | $557,755.38 | -$98,774.02 | -15.04% |
Sharon Allen Sterling Wealth Management, Inc. | 6,664 | $1.05M | $934,825.92 | -$118,470.76 | -11.25% |
James Morris FMA Wealth Management, LLC | 2,755 | $403,717.39 | $386,195.9 | -$17,507.71 | -4.34% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 18,588 | $2.86M | $2.61M | -$250,287.48 | -8.76% |
Michael Herman Apollon Financial, LLC | 2,389 | $385,580.02 | $334,985.58 | -$50,594.44 | -13.12% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,476 | $213,194 | $206,949.96 | -$6,244.04 | -2.93% |
Chris Chatto Encompass More Asset Management | 5,177 | $825,103.16 | $725,867.17 | -$99,210.11 | -12.02% |
David McNeely Darden Wealth Group Inc | 3,353 | $491,347.68 | $470,124.13 | -$21,223.55 | -4.32% |
| MB Matthieu Balmer Climber Capital SA | 3,434 | $569,700.09 | $481,515.48 | -$88,184.61 | -15.48% |
Christopher Griffith Stablepoint Partners, LLC | 44,471 | $6.65M | $6.24M | -$410,979.43 | -6.18% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 6,709 | $1.02M | $940,467.62 | -$82,611.35 | -8.07% |