| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,184 | $102,680 | $99,521.12 | -$3,158.88 | -3.08% |
Brad Sayre Shared Vision Wealth Group LLC | 6,753 | $618,430.98 | $567,623.41 | -$50,807.57 | -8.22% |
Mark Fonville Fonville Wealth Management LLC | 3,137 | $279,175.6 | $263,680.53 | -$15,495.07 | -5.55% |
Cody Gehman Stonebridge Financial Group, LLC | 2,500 | $216,050 | $210,137.5 | -$5,912.5 | -2.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 17,495 | $1.58M | $1.47M | -$104,214.56 | -6.62% |
Joshua Stipcich Tidemark, LLC | 22 | $1,989.75 | $1,850.03 | -$139.72 | -7.02% |
Andrea Butler Sequent Planning LLC | 3,841 | $346,715.24 | $322,997.76 | -$23,717.48 | -6.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 775 | $67,667.15 | $65,171.38 | -$2,495.77 | -3.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,541 | $221,345.52 | $213,774.33 | -$7,571.19 | -3.42% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 10,371 | $902,432.61 | $872,119.17 | -$30,313.44 | -3.36% |
Scott Noble Boomfish Wealth Group, LLC | 69,666 | $6.44M | $5.86M | -$578,131.76 | -8.98% |
Chandler te Velde Maia Wealth LLC | 4,049 | $400,357.36 | $340,488.91 | -$59,868.45 | -14.95% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,132 | $467,167.71 | $431,704.35 | -$35,463.36 | -7.59% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,094 | $576,044.42 | $512,688.22 | -$63,356.2 | -11% |
Amy Taylor Pingora Partners LLC | 2,000 | $179,470 | $168,184.2 | -$11,285.8 | -6.29% |
Kelly Richert Clayton Financial Group LLC | 893 | $77,461.91 | $75,119.25 | -$2,342.66 | -3.02% |
Chris Chatto Encompass More Asset Management | 72,167 | $6.46M | $6.1M | -$361,682.03 | -5.59% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 10,602 | $934,509.01 | $891,841.3 | -$42,667.71 | -4.57% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,732 | $692,683.89 | $650,531.82 | -$42,152.07 | -6.09% |
Angela Mari Abich Financial Wealth Management LLC | 26 | $2,550.36 | $2,187.12 | -$363.24 | -14.24% |