| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kate Ring Stash Investments, LLC | 8,969 | $741,288 | $707,429.87 | -$33,858.13 | -4.57% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 178,159 | $14.4M | $14.09M | -$308,285.45 | -2.14% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,826 | $233,593 | $223,621.38 | -$9,971.62 | -4.27% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,592 | $217,080 | $205,027.2 | -$12,052.8 | -5.55% |
Joshua Stipcich Tidemark, LLC | 375 | $31,020.25 | $29,600.62 | -$1,419.63 | -4.58% |
Luke Bunch OxenFree Capital LLC | 47,673 | $3.89M | $3.77M | -$127,421.69 | -3.27% |
Rob Dainard Hara Capital LLC | 20 | $1,655.01 | $1,577.4 | -$77.61 | -4.69% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,210 | $101,434.79 | $95,499.25 | -$5,935.54 | -5.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,756 | $144,783.46 | $137,898.68 | -$6,884.78 | -4.76% |
Chandler te Velde Maia Wealth LLC | 13,752 | $1.12M | $1.08M | -$38,875.84 | -3.46% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 71,922 | $5.97M | $5.68M | -$293,567.33 | -4.92% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 51,838 | $4.12M | $4.09M | -$30,235.7 | -0.73% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 408,161 | $33.46M | $32.27M | -$1.19M | -3.56% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 75,474 | $6.1M | $5.96M | -$137,866.88 | -2.26% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 7,859 | $632,741.53 | $620,703.82 | -$12,037.71 | -1.9% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 3,900 | $326,459.67 | $308,041.5 | -$18,418.17 | -5.64% |
Nicholas Holmes Objectivity Squared, LLC | 9,196 | $752,054.96 | $725,978.22 | -$26,076.74 | -3.47% |
Michael Herman Apollon Financial, LLC | 22,586 | $1.84M | $1.78M | -$57,182.27 | -3.11% |
Chris Chatto Encompass More Asset Management | 13,754 | $1.14M | $1.09M | -$52,610.56 | -4.62% |
Jay David Franklin Clarity Capital Advisors, LLC | 20,726 | $1.7M | $1.64M | -$61,380.17 | -3.61% |