| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 151 | $44,405.87 | $34,063.33 | -$10,342.54 | -23.29% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 55 | $18,420.03 | $12,487.2 | -$5,932.83 | -32.21% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,866 | $1.44M | $1.32M | -$122,881.28 | -8.52% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $2,577.96 | $2,985.97 | $408.01 | 15.83% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 4,875 | $1.68M | $1.1M | -$584,414.77 | -34.77% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,271 | $2.49M | $1.88M | -$614,621.25 | -24.64% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $1,751.63 | $1,135.87 | -$615.76 | -35.15% |
Curtis Burkholder Bare Financial Services, Inc | 67 | $16,384.74 | $15,069.64 | -$1,315.1 | -8.03% |
Thomas Hood Alternative Investment Advisors, LLC. | 12,293 | $1.53M | $2.77M | $1.24M | 81.18% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,307 | $1.32M | $751,052.77 | -$572,910.36 | -43.27% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,652 | $661,874.48 | $838,827.88 | $176,953.4 | 26.74% |
Joshua Stipcich Tidemark, LLC | 34 | $11,670.8 | $7,663.94 | -$4,006.86 | -34.33% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,273 | $1.85M | $1.19M | -$659,931.64 | -35.75% |
Wynn Capital LLC Wynn Capital, LLC | 1,189 | $218,027 | $267,406.1 | $49,379.1 | 22.65% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 31 | $5,851.81 | $6,996.08 | $1,144.27 | 19.55% |
Christy Clarin Portfolio Design Labs, LLC | 7,034 | $1.64M | $1.6M | -$43,539.37 | -2.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,399 | $2.75M | $1.89M | -$863,624.4 | -31.37% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,204 | $743,680.63 | $502,313.64 | -$241,366.99 | -32.46% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,156 | $211,976 | $263,221.2 | $51,245.2 | 24.18% |
Matthew Stead Sachetta, LLC | 439 | $137,070.53 | $99,032.3 | -$38,038.23 | -27.75% |