| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 3,293 | $1.32M | $470,339.19 | -$851,881.88 | -64.43% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,250 | $487,409.55 | $322,515 | -$164,894.55 | -33.83% |
Joshua Stipcich Tidemark, LLC | 34 | $11,670.8 | $4,873.56 | -$6,797.24 | -58.24% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,273 | $1.85M | $755,831.82 | -$1.09M | -59.05% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 27 | $5,354 | $3,870.18 | -$1,483.82 | -27.71% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,024 | $252,583.3 | $146,257.92 | -$106,325.38 | -42.1% |
Christy Clarin Portfolio Design Labs, LLC | 6,080 | $1.52M | $871,507.2 | -$653,474.15 | -42.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,399 | $2.75M | $1.2M | -$1.55M | -56.26% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,115 | $732,605.46 | $303,164.1 | -$429,441.36 | -58.62% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,261 | $404,992.73 | $180,751.74 | -$224,240.99 | -55.37% |
Matthew Stead Sachetta, LLC | 364 | $127,744.73 | $48,979.84 | -$78,764.89 | -61.66% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 245 | $48,582 | $35,052.15 | -$13,529.85 | -27.85% |
Scott Noble Boomfish Wealth Group, LLC | 6,222 | $1.95M | $891,861.48 | -$1.06M | -54.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 19,431 | $5.22M | $2.78M | -$2.44M | -46.7% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,142 | $707,594.6 | $307,055.72 | -$400,538.88 | -56.61% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 863 | $299,669.53 | $123,469.42 | -$176,200.11 | -58.8% |
Christian Scharosch 1248 Management, LLC | 46 | $12,342 | $6,593.64 | -$5,748.36 | -46.58% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,873 | $708,455.33 | $393,658.46 | -$314,796.87 | -44.43% |
Amy Taylor Pingora Partners LLC | 7,025 | $1.4M | $1.01M | -$389,731.25 | -27.9% |
Kelly Richert Clayton Financial Group LLC | 291 | $72,585.58 | $41,633.37 | -$30,952.21 | -42.64% |