| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,465 | $405,912.99 | $361,711.35 | -$44,201.64 | -10.89% |
Julie Beswick Advantage Trust Co | 548 | $60,318.18 | $57,529.04 | -$2,789.14 | -4.62% |
Cody Gehman Stonebridge Financial Group, LLC | 47,695 | $5.15M | $4.98M | -$168,031.89 | -3.26% |
Wayne Atkins VCI Wealth Management LLC | 27,788 | $3.09M | $2.91M | -$177,048.74 | -5.73% |
Curtis Burkholder Bare Financial Services, Inc | 32 | $4,318.78 | $3,350.08 | -$968.7 | -22.43% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,269 | $524,461.59 | $448,629.21 | -$75,832.38 | -14.46% |
Keisuke Ichihara Rakuten Securities, Inc. | 497 | $49,392.19 | $52,125.36 | $2,733.17 | 5.53% |
Joshua Stipcich Tidemark, LLC | 42 | $5,089.96 | $4,392.78 | -$697.18 | -13.7% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,063 | $874,380.59 | $845,244.29 | -$29,136.3 | -3.33% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,748 | $442,426.49 | $392,115.76 | -$50,310.73 | -11.37% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,788 | $529,318.73 | $503,123.04 | -$26,195.69 | -4.95% |
Wynn Capital LLC Wynn Capital, LLC | 4,323 | $506,101.99 | $452,574.87 | -$53,527.12 | -10.58% |
Rob Dainard Hara Capital LLC | 1,080 | $123,131 | $113,065.2 | -$10,065.8 | -8.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,459 | $183,935.19 | $152,596.81 | -$31,338.38 | -17.04% |
Christy Clarin Portfolio Design Labs, LLC | 23,191 | $2.57M | $2.42M | -$146,928.05 | -5.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 29,785 | $3.51M | $3.12M | -$390,572.66 | -11.13% |
Craig Silberg EVERPAR ADVISORS LLC | 6,199 | $686,471.05 | $648,973.31 | -$37,497.74 | -5.46% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 74,866 | $8.23M | $7.84M | -$385,618.15 | -4.69% |
Matthew Stead Sachetta, LLC | 1,306 | $142,436.61 | $136,620.66 | -$5,815.95 | -4.08% |
Ellwood Derricks Partnership Wealth Management, LLC | 14,927 | $1.69M | $1.56M | -$129,491.68 | -7.67% |