| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 22,310 | $1.1M | $984,540.3 | -$112,619.62 | -10.26% |
James Rankin Modern Wealth Management, LLC | 5,672 | $270,724 | $250,305.36 | -$20,418.64 | -7.54% |
Benj Foor Frazier Financial Advisors, LLC | 551 | $27,215.91 | $24,315.63 | -$2,900.28 | -10.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 6,051 | $299,136.68 | $266,909.61 | -$32,227.07 | -10.77% |
Jeffrey McGrath Cetera Trust Company, N.A | 6,790 | $336,260.96 | $299,642.7 | -$36,618.26 | -10.89% |
Jonathon Gold Gold Investment Management Ltd. | 30 | $1,492 | $1,323.9 | -$168.1 | -11.27% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 822 | $39,604 | $36,258.42 | -$3,345.58 | -8.45% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 24,003 | $1.29M | $1.06M | -$226,348.61 | -17.58% |
Steven JE Manders BKM Wealth Management, LLC | 13,310 | $704,484.59 | $587,370.3 | -$117,114.29 | -16.62% |
Joshua Stipcich Tidemark, LLC | 8 | $444 | $353.18 | -$90.82 | -20.45% |
Wynn Capital LLC Wynn Capital, LLC | 7,210 | $364,063.31 | $318,300.59 | -$45,762.72 | -12.57% |
Rob Dainard Hara Capital LLC | 3,388 | $167,431.35 | $149,570.37 | -$17,860.98 | -10.67% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 110 | $5,314 | $4,856.18 | -$457.82 | -8.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20,715 | $1.03M | $915,321.28 | -$114,313.23 | -11.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 36 | $1,735 | $1,589.04 | -$145.96 | -8.41% |
Chandler te Velde Maia Wealth LLC | 4,208 | $197,902.56 | $185,771 | -$12,131.56 | -6.13% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,302 | $252,988.33 | $234,276.29 | -$18,712.04 | -7.4% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 149 | $7,380.09 | $6,576.86 | -$803.23 | -10.88% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 22,144 | $1.13M | $978,986.24 | -$147,198.7 | -13.07% |
Amy Taylor Pingora Partners LLC | 515 | $25,029 | $22,735.76 | -$2,293.24 | -9.16% |