| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,202 | $2.8M | $2.57M | -$229,802.11 | -8.22% |
Andrea Butler Sequent Planning LLC | 3,365 | $547,374.47 | $504,867.77 | -$42,506.7 | -7.77% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,972 | $290,860.34 | $290,929.16 | $68.82 | 0.02% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,948 | $1.17M | $1.17M | $2,622.43 | 0.22% |
Wynn Capital LLC Wynn Capital, LLC | 6,181 | $917,247.18 | $911,389.07 | -$5,858.11 | -0.64% |
Rob Dainard Hara Capital LLC | 407 | $70,492 | $60,020.29 | -$10,471.71 | -14.86% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 415 | $59,916.84 | $61,888.95 | $1,972.11 | 3.29% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 10,670 | $1.56M | $1.57M | $9,689.98 | 0.62% |
RENEE BRUNNER Elite Life Management LLC | 1,714 | $253,227.65 | $252,729.47 | -$498.18 | -0.2% |
Christy Clarin Portfolio Design Labs, LLC | 27,563 | $4.49M | $4.12M | -$369,506.5 | -8.22% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 22,168 | $3.25M | $3.27M | $17,070.05 | 0.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 41,839 | $6.63M | $6.24M | -$394,557.19 | -5.95% |
Craig Silberg EVERPAR ADVISORS LLC | 5,383 | $814,766.86 | $805,512.12 | -$9,254.74 | -1.14% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,603 | $829,456.53 | $826,274.41 | -$3,182.12 | -0.38% |
Carol Smith Access Investment Management LLC | 400 | $64,534.26 | $59,888 | -$4,646.26 | -7.2% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,609 | $230,594.07 | $239,950.17 | $9,356.1 | 4.06% |
Matthew Stead Sachetta, LLC | 3,347 | $491,870.24 | $492,326.96 | $456.72 | 0.09% |
Nicole Davis Northwest Financial Advisors | 2,299 | $342,169.7 | $339,033.53 | -$3,136.17 | -0.92% |
Jody White Farrow Financial Inc. | 5,989 | $879,650.16 | $883,078.65 | $3,428.49 | 0.39% |
Ellwood Derricks Partnership Wealth Management, LLC | 6,078 | $894,987.54 | $896,322.66 | $1,335.12 | 0.15% |