| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,307 | $631,627.14 | $633,839.65 | $2,212.51 | 0.35% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,379 | $199,198 | $204,436.75 | $5,238.75 | 2.63% |
Neil Greenspan Fielder Capital Group LLC | 11,089 | $1.89M | $1.64M | -$246,180.65 | -13.05% |
Scott Noble Boomfish Wealth Group, LLC | 13,688 | $2.01M | $2.02M | $12,626.43 | 0.63% |
Chandler te Velde Maia Wealth LLC | 8,145 | $1.23M | $1.2M | -$31,480.34 | -2.55% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 34,346 | $5.48M | $5.15M | -$331,815.72 | -6.05% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 16,592 | $2.43M | $2.49M | $58,846.2 | 2.42% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 2,692 | $436,782.94 | $396,989.24 | -$39,793.7 | -9.11% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,434 | $396,599.43 | $362,982.42 | -$33,617.01 | -8.48% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,140 | $705,538.76 | $610,525.8 | -$95,012.96 | -13.47% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,824 | $271,839.13 | $268,301.28 | -$3,537.85 | -1.3% |
Christian Scharosch 1248 Management, LLC | 3,978 | $656,549.29 | $595,506.6 | -$61,042.69 | -9.3% |
Sharon Allen Sterling Wealth Management, Inc. | 6,610 | $1.05M | $974,776.7 | -$70,606.82 | -6.75% |
James Morris FMA Wealth Management, LLC | 2,555 | $374,409.41 | $376,785.85 | $2,376.44 | 0.63% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 16,064 | $2.47M | $2.4M | -$72,609.33 | -2.94% |
Amy Taylor Pingora Partners LLC | 3,622 | $532,286 | $543,462.99 | $11,176.99 | 2.1% |
Michael Herman Apollon Financial, LLC | 2,389 | $385,580.02 | $353,333.1 | -$32,246.92 | -8.36% |
Kelly Richert Clayton Financial Group LLC | 4,971 | $755,606.24 | $741,374.94 | -$14,231.3 | -1.88% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,552 | $224,338.68 | $229,882.24 | $5,543.56 | 2.47% |
Chris Chatto Encompass More Asset Management | 5,402 | $858,103.07 | $808,679.4 | -$49,423.67 | -5.76% |