| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 148 | $21,700.95 | $20,746.64 | -$953.57 | -4.39% |
Emily Priebe Priebe Wealth Holdings LLC | 1,180 | $203,991.66 | $165,447.8 | -$38,543.86 | -18.89% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,202 | $2.8M | $2.41M | -$382,039.81 | -13.67% |
Andrea Butler Sequent Planning LLC | 3,261 | $532,353.85 | $457,159.59 | -$75,194.26 | -14.12% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,231 | $328,811.2 | $312,830.82 | -$15,980.38 | -4.86% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,948 | $1.17M | $1.11M | -$57,901.59 | -4.94% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 5,780 | $858,444.94 | $810,413.8 | -$48,002.24 | -5.59% |
Rob Dainard Hara Capital LLC | 407 | $70,492 | $57,093.96 | -$13,398.04 | -19.01% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 415 | $59,916.84 | $58,191.3 | -$1,725.54 | -2.88% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 10,670 | $1.56M | $1.5M | -$67,828.64 | -4.34% |
RENEE BRUNNER Elite Life Management LLC | 1,714 | $253,227.65 | $240,439.92 | -$12,787.73 | -5.05% |
Christy Clarin Portfolio Design Labs, LLC | 27,563 | $4.49M | $3.86M | -$629,149.96 | -14% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 22,168 | $3.25M | $3.11M | -$143,317.65 | -4.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 41,839 | $6.63M | $5.87M | -$767,761.07 | -11.57% |
Craig Silberg EVERPAR ADVISORS LLC | 5,523 | $835,282.47 | $774,379.83 | -$60,902.64 | -7.29% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,603 | $829,456.53 | $785,932.81 | -$43,523.72 | -5.25% |
Carol Smith Access Investment Management LLC | 437 | $70,537.57 | $61,271.77 | -$9,263.62 | -13.13% |
| DWS Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,609 | $230,594.07 | $225,597.89 | -$4,988.14 | -2.16% |
Matthew Stead Sachetta, LLC | 3,039 | $446,707.06 | $426,128.58 | -$20,578.48 | -4.61% |
Nicole Davis Northwest Financial Advisors | 2,299 | $342,169.7 | $322,365.78 | -$19,803.92 | -5.79% |