| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,667 | $760,243.79 | $648,062.94 | -$112,180.85 | -14.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 31 | $13,828 | $12,051.56 | -$1,776.44 | -12.85% |
Christy Clarin Portfolio Design Labs, LLC | 2,085 | $1.02M | $858,352.8 | -$163,618.77 | -16.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,388 | $1.22M | $984,620.16 | -$237,538.41 | -19.44% |
Craig Silberg EVERPAR ADVISORS LLC | 587 | $311,225.52 | $228,202.13 | -$83,023.39 | -26.68% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 87 | $35,239.21 | $36,670.5 | $1,431.29 | 4.06% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 491 | $242,254.48 | $190,881.16 | -$51,373.32 | -21.21% |
Amy Taylor Pingora Partners LLC | 90 | $51,435 | $37,935 | -$13,500 | -26.25% |
Alan Gilmore Private Wealth Management Group, LLC | 43 | $19,852.87 | $16,716.68 | -$3,136.19 | -15.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,073 | $9.7M | $7.86M | -$1.84M | -18.95% |
Lance Johnson ROI Financial Advisors, LLC | 535 | $265,594.98 | $225,502.5 | -$40,092.48 | -15.1% |
Angela Mari Abich Financial Wealth Management LLC | 234 | $115,453 | $90,969.84 | -$24,483.16 | -21.21% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3 | $1,338 | $1,166.28 | -$171.72 | -12.83% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 490 | $218,418 | $206,535 | -$11,883 | -5.44% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 9 | $4,440.52 | $3,498.84 | -$941.68 | -21.21% |
Corey Saft Sivia Capital Partners, LLC | 2,290 | $1.02M | $890,260.42 | -$131,239.58 | -12.85% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 30,468 | $12.72M | $11.84M | -$871,898.85 | -6.86% |
Ashley Meredith Abel Hall, LLC | 575 | $269,796.22 | $223,537.01 | -$46,259.21 | -17.15% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 571 | $254,705.97 | $235,434.72 | -$19,271.25 | -7.57% |
| WL Wealthcollab LLC WealthCollab, LLC | 64 | $31,217.98 | $26,624 | -$4,593.98 | -14.72% |