| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 23 | $5,237.57 | $4,996.29 | -$241.28 | -4.61% |
Christy Clarin Portfolio Design Labs, LLC | 1,090 | $267,175.79 | $236,649.9 | -$30,525.89 | -11.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,084 | $1.46M | $1.3M | -$159,967.87 | -10.97% |
Craig Silberg EVERPAR ADVISORS LLC | 2,377 | $423,502.95 | $513,158.64 | $89,655.69 | 21.17% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,400 | $466,915.79 | $520,800 | $53,884.21 | 11.54% |
Matthew Stead Sachetta, LLC | 192 | $38,229.61 | $41,504.64 | $3,275.03 | 8.57% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 326 | $64,627.17 | $69,682.5 | $5,055.33 | 7.82% |
Neil Greenspan Fielder Capital Group LLC | 1,164 | $287,088.81 | $251,354.16 | -$35,734.65 | -12.45% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 41,260 | $10.13M | $8.9M | -$1.23M | -12.19% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,007 | $289,767.93 | $436,101.03 | $146,333.1 | 50.5% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 139 | $29,484.85 | $29,967.01 | $482.16 | 1.64% |
Christian Scharosch 1248 Management, LLC | 203 | $46,227.06 | $43,882.51 | -$2,344.55 | -5.07% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,113 | $3.06M | $2.61M | -$451,607.67 | -14.75% |
Kelly Richert Clayton Financial Group LLC | 30 | $6,220 | $6,491.25 | $271.25 | 4.36% |
Christopher Griffith Stablepoint Partners, LLC | 1,612 | $260,171.03 | $348,796.5 | $88,625.47 | 34.06% |
Amber Baker NDVR, Inc. | 1,599 | $283,622.19 | $341,786.25 | $58,164.06 | 20.51% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,307 | $296,730.6 | $281,031.14 | -$15,699.46 | -5.29% |
Alan Gilmore Private Wealth Management Group, LLC | 103 | $19,275.76 | $22,016.25 | $2,740.49 | 14.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 140,364 | $35.67M | $30M | -$5.67M | -15.9% |
Angela Mari Abich Financial Wealth Management LLC | 502 | $122,752.69 | $108,263.83 | -$14,488.86 | -11.8% |