| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob Dainard Hara Capital LLC | 18 | $2,454 | $2,104.56 | -$349.44 | -14.24% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 187 | $15,961.78 | $21,864.04 | $5,902.26 | 36.98% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 4,027 | $595,005.61 | $470,796.57 | -$124,209.04 | -20.88% |
Christy Clarin Portfolio Design Labs, LLC | 12,251 | $1.28M | $1.43M | $153,252.07 | 11.98% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 4,661 | $732,849.03 | $544,964.12 | -$187,884.91 | -25.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,118 | $932,573.96 | $947,045.88 | $14,471.92 | 1.55% |
Craig Silberg EVERPAR ADVISORS LLC | 3,847 | $381,600.78 | $449,791.24 | $68,190.46 | 17.87% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,337 | $677,462.13 | $507,082.04 | -$170,380.09 | -25.15% |
Carol Smith Access Investment Management LLC | 7,480 | $1.02M | $874,561.6 | -$144,165.49 | -14.15% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,355 | $662,409.05 | $626,106.6 | -$36,302.45 | -5.48% |
Matthew Stead Sachetta, LLC | 304 | $45,857.41 | $34,333.76 | -$11,523.65 | -25.13% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 203 | $20,004 | $23,759.12 | $3,755.12 | 18.77% |
Scott Noble Boomfish Wealth Group, LLC | 20,965 | $3.06M | $2.45M | -$604,591.45 | -19.78% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,015 | $1.25M | $1.05M | -$199,212.82 | -15.93% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 2,200 | $325,930 | $257,224 | -$68,706 | -21.08% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 100 | $12,283.96 | $11,704 | -$579.96 | -4.72% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,616 | $847,216.82 | $747,211.04 | -$100,005.78 | -11.8% |
Amy Taylor Pingora Partners LLC | 335 | $50,951.97 | $39,168.2 | -$11,783.77 | -23.13% |
Kelly Richert Clayton Financial Group LLC | 145 | $14,302.62 | $16,970.8 | $2,668.18 | 18.66% |
Chris Chatto Encompass More Asset Management | 3,863 | $472,264.72 | $455,834 | -$16,430.72 | -3.48% |