| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 5,408 | $502,325.75 | $444,808 | -$57,517.75 | -11.45% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $1,469 | $1,398.25 | -$70.75 | -4.82% |
United Advisor Group LLC United Advisor Group, LLC | 13,226 | $1.18M | $1.09M | -$94,089.28 | -7.96% |
Jeff Ramsey Quotient Wealth Partners, LLC | 67,737 | $6.05M | $5.57M | -$474,308.28 | -7.85% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,932 | $253,766.94 | $240,746.52 | -$13,020.42 | -5.13% |
Brad Sayre Shared Vision Wealth Group LLC | 5,707 | $515,002.06 | $469,400.75 | -$45,601.31 | -8.85% |
Mark Fonville Fonville Wealth Management LLC | 3,122 | $277,756.3 | $256,784.5 | -$20,971.8 | -7.55% |
Cody Gehman Stonebridge Financial Group, LLC | 2,500 | $216,050 | $205,625 | -$10,425 | -4.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 15,705 | $1.4M | $1.29M | -$110,287.19 | -7.88% |
Joshua Stipcich Tidemark, LLC | 22 | $1,989.75 | $1,820.5 | -$169.25 | -8.51% |
Andrea Butler Sequent Planning LLC | 3,728 | $336,429.34 | $305,845.12 | -$30,584.22 | -9.09% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 772 | $67,402.39 | $63,497 | -$3,905.39 | -5.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,541 | $221,345.52 | $208,641.51 | -$12,704.01 | -5.74% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 10,371 | $902,432.61 | $853,014.75 | -$49,417.86 | -5.48% |
Scott Noble Boomfish Wealth Group, LLC | 69,666 | $6.44M | $5.73M | -$706,463.5 | -10.98% |
Chandler te Velde Maia Wealth LLC | 2,881 | $284,867.76 | $236,962.25 | -$47,905.51 | -16.82% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,132 | $467,167.71 | $422,107 | -$45,060.71 | -9.65% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,094 | $576,044.42 | $501,231.5 | -$74,812.92 | -12.99% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 31,889 | $2.76M | $2.62M | -$132,976.75 | -4.83% |
Amy Taylor Pingora Partners LLC | 2,000 | $179,470 | $164,080 | -$15,390 | -8.58% |