| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Sayre Shared Vision Wealth Group LLC | 66,942 | $3.41M | $3.32M | -$87,133.42 | -2.56% |
Kaitlyn Barnes Financial Architects, LLC | 39,715 | $2M | $1.97M | -$33,416.55 | -1.67% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 49,593 | $2.49M | $2.46M | -$31,398.81 | -1.26% |
Andy Bloom MB Generational Wealth, LLC | 6,008 | $300,846.03 | $297,996.8 | -$2,849.23 | -0.95% |
Anthony Blagrove Traveka Wealth, LLC | 9,121 | $458,834.39 | $452,401.6 | -$6,432.79 | -1.4% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 15,707 | $801,806.45 | $779,067.2 | -$22,739.25 | -2.84% |
Cody Gehman Stonebridge Financial Group, LLC | 292,859 | $14.67M | $14.53M | -$149,102.47 | -1.02% |
Kent Keister Bear Mountain Capital, Inc. | 92,578 | $4.67M | $4.59M | -$77,800.86 | -1.67% |
Kevin Stillman Evernest Financial Advisors, LLC | 14,985 | $763,642.75 | $744,604.65 | -$19,038.1 | -2.49% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,611 | $132,064 | $129,505.6 | -$2,558.4 | -1.94% |
JORDAN GREEN Valley Financial Group, Inc. | 11,351 | $569,257.68 | $564,825.76 | -$4,431.92 | -0.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 184,559 | $9.27M | $9.19M | -$74,681.39 | -0.81% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 16,166 | $811,770.89 | $801,833.6 | -$9,937.29 | -1.22% |
Christian J. Cyr Cyr Financial Inc. | 30,273 | $1.5M | $1.5M | -$3,211.42 | -0.21% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,192 | $59,606.53 | $59,313.92 | -$292.61 | -0.49% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 11,252 | $561,349 | $558,099.2 | -$3,249.8 | -0.58% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 16,283 | $821,375.62 | $810,567.74 | -$10,807.88 | -1.32% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 66,144 | $3.31M | $3.28M | -$25,016.83 | -0.76% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 125 | $6,381.32 | $6,200 | -$181.32 | -2.84% |
Sharon Allen Sterling Wealth Management, Inc. | 6,369 | $325,115.79 | $315,902.4 | -$9,213.39 | -2.83% |