| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 3,082 | $61,603.16 | $57,417.66 | -$4,185.5 | -6.79% |
David Vollmer PFS Partners, LLC | 746 | $18,667.11 | $13,793.54 | -$4,873.57 | -26.11% |
Benj Foor Frazier Financial Advisors, LLC | 337 | $7,928.5 | $6,231.13 | -$1,697.37 | -21.41% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 10,961 | $224,945.38 | $202,668.89 | -$22,276.49 | -9.9% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 177 | $4,163.66 | $3,269.19 | -$894.47 | -21.48% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 580 | $13,178.42 | $10,724.2 | -$2,454.22 | -18.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 333 | $6,290.37 | $6,163.83 | -$126.54 | -2.01% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $141.16 | $110.82 | -$30.34 | -21.49% |
Curtis Burkholder Bare Financial Services, Inc | 20 | $377.8 | $370.2 | -$7.6 | -2.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,017 | $67,686.9 | $55,844.67 | -$11,842.23 | -17.5% |
Craig Silberg EVERPAR ADVISORS LLC | 9,274 | $217,780.78 | $171,476.26 | -$46,304.52 | -21.26% |
Matthew Stead Sachetta, LLC | 46 | $996.74 | $851.46 | -$145.28 | -14.58% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 28 | $528.92 | $518.28 | -$10.64 | -2.01% |
Margaret Nickens Elm3 Financial Group, LLC | 23,280 | $476,076 | $430,912.8 | -$45,163.2 | -9.49% |
Kelly Richert Clayton Financial Group LLC | 50 | $981 | $924.5 | -$56.5 | -5.76% |
Amber Baker NDVR, Inc. | 4,256 | $96,749.46 | $78,693.44 | -$18,056.02 | -18.66% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 407 | $8,083.02 | $7,525.43 | -$557.59 | -6.9% |
Alan Gilmore Private Wealth Management Group, LLC | 300 | $7,058 | $5,553 | -$1,505 | -21.32% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 65,818 | $1.43M | $1.22M | -$208,759.11 | -14.63% |
Angela Mari Abich Financial Wealth Management LLC | 1,254 | $29,469 | $23,186.46 | -$6,282.54 | -21.32% |