| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,298 | $3.22M | $2.25M | -$966,378.58 | -30.03% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 800 | $97,777.08 | $98,448 | $670.92 | 0.69% |
Christian Scharosch 1248 Management, LLC | 1,084 | $150,425.51 | $133,397.04 | -$17,028.47 | -11.32% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 14,635 | $2.64M | $1.8M | -$841,638.07 | -31.85% |
Amy Taylor Pingora Partners LLC | 250 | $4,293 | $30,765 | $26,472 | 616.63% |
David McNeely Darden Wealth Group Inc | 2,128 | $379,706.89 | $337,139.02 | -$42,567.87 | -11.21% |
Christopher Griffith Stablepoint Partners, LLC | 9,781 | $302,736.4 | $1.2M | $900,913.44 | 297.59% |
Jonathan Chatfield LM Advisors LLC | 6,353 | $875,316.09 | $781,800.17 | -$93,515.92 | -10.68% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,286 | $2.11M | $1.88M | -$225,408.46 | -10.7% |
Alan Gilmore Private Wealth Management Group, LLC | 55,741 | $980,375.91 | $6.86M | $5.88M | 599.68% |
David P. Cushing nVerses Capital, LLC | 2,225 | $363,740.52 | $273,808.5 | -$89,932.02 | -24.72% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 557 | $91,731.53 | $68,544.42 | -$23,187.11 | -25.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 163,861 | $13.61M | $20.16M | $6.56M | 48.2% |
Angela Mari Abich Financial Wealth Management LLC | 2,706 | $430,598.69 | $333,000.35 | -$97,598.34 | -22.67% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,810 | $264,766.8 | $311,320 | $46,553.2 | 17.58% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 6,389 | $963,390.98 | $1.01M | $48,818.29 | 5.07% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 8,377 | $1.14M | $1.03M | -$111,078.77 | -9.73% |
| FTM F. Thomas Mosley Mosley Wealth Management | 5,720 | $250,452.75 | $703,903.19 | $453,450.44 | 181.05% |
Ryan M Palmer Optimist Retirement Group LLC | 2,661 | $242,097.83 | $457,692 | $215,594.17 | 89.05% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,884 | $1.06M | $970,205.02 | -$89,738.03 | -8.47% |