| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 406 | $175,176.02 | $166,581.8 | -$8,594.22 | -4.91% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,781 | $923,664.04 | $713,575.46 | -$210,088.58 | -22.75% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 39,056 | $12.32M | $15.88M | $3.56M | 28.88% |
Adam Colby Wealth Group Ltd | 1,387 | $658,702.06 | $556,478.27 | -$102,223.79 | -15.52% |
Neil Greenspan Fielder Capital Group LLC | 3,773 | $1.95M | $1.51M | -$437,640.39 | -22.45% |
Scott Noble Boomfish Wealth Group, LLC | 6,125 | $2.58M | $2.51M | -$70,408.1 | -2.73% |
Chandler te Velde Maia Wealth LLC | 12,104 | $4.6M | $4.85M | $246,617.85 | 5.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 10,736 | $4.36M | $4.31M | -$52,890.68 | -1.21% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 33,275 | $16.72M | $13.35M | -$3.37M | -20.16% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 1,835 | $911,258.33 | $737,376.4 | -$173,881.93 | -19.08% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 610 | $253,534 | $249,984.1 | -$3,549.9 | -1.4% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 439 | $200,965.06 | $176,131.19 | -$24,833.87 | -12.36% |
Christian Scharosch 1248 Management, LLC | 83 | $28,660 | $33,092.1 | $4,432.1 | 15.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 15,847 | $5.35M | $6.35M | $1M | 18.68% |
Michael Herman Apollon Financial, LLC | 1,570 | $537,539.82 | $629,083.3 | $91,543.48 | 17.03% |
Kelly Richert Clayton Financial Group LLC | 191 | $70,105 | $76,631.11 | $6,526.11 | 9.31% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 611 | $251,523.01 | $250,510 | -$1,013.01 | -0.4% |
Chris Chatto Encompass More Asset Management | 5,184 | $1.9M | $2.08M | $178,032.12 | 9.36% |
| MB Matthieu Balmer Climber Capital SA | 527 | $218,604 | $217,050.22 | -$1,553.78 | -0.71% |
Christopher Griffith Stablepoint Partners, LLC | 4,967 | $2.21M | $1.99M | -$221,259.64 | -9.99% |