| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 2,737 | $960,424.58 | $454,123.04 | -$506,301.54 | -52.72% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,952 | $2.09M | $987,555.84 | -$1.1M | -52.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 151 | $44,405.87 | $25,053.92 | -$19,351.95 | -43.58% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 55 | $18,420.03 | $9,125.6 | -$9,294.43 | -50.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,932 | $1.27M | $818,317.44 | -$452,677.04 | -35.62% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $2,577.96 | $2,156.96 | -$421 | -16.33% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 4,875 | $1.68M | $808,860 | -$872,137.27 | -51.88% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,271 | $2.49M | $1.37M | -$1.12M | -44.99% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $1,751.63 | $829.6 | -$922.03 | -52.64% |
Curtis Burkholder Bare Financial Services, Inc | 67 | $16,384.74 | $11,116.64 | -$5,268.1 | -32.15% |
Thomas Hood Alternative Investment Advisors, LLC. | 12,293 | $1.53M | $2.33M | $800,274.1 | 52.31% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,307 | $1.32M | $565,860.77 | -$758,102.36 | -57.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,652 | $661,874.48 | $657,871.28 | -$4,003.2 | -0.6% |
Joshua Stipcich Tidemark, LLC | 34 | $11,670.8 | $6,060.5 | -$5,610.3 | -48.07% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,273 | $1.85M | $874,896.16 | -$970,933.18 | -52.6% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 31 | $5,851.81 | $5,143.52 | -$708.29 | -12.1% |
Christy Clarin Portfolio Design Labs, LLC | 7,034 | $1.64M | $1.26M | -$378,850.15 | -23.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,399 | $2.75M | $1.51M | -$1.24M | -45.04% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,204 | $743,680.63 | $392,863 | -$350,817.63 | -47.17% |
Matthew Stead Sachetta, LLC | 439 | $137,070.53 | $72,838.88 | -$64,231.65 | -46.86% |