| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dustin Schick Evergreen Private Wealth LLC | 26,532 | $11.95M | $6.29M | -$5.66M | -47.33% |
Christy Clarin Portfolio Design Labs, LLC | 4,804 | $1.93M | $1.14M | -$786,977.74 | -40.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,891 | $2.14M | $1.15M | -$992,677 | -46.37% |
Matthew Stead Sachetta, LLC | 149 | $70,441.71 | $35,350.25 | -$35,091.46 | -49.82% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 86 | $20,906 | $20,403.5 | -$502.5 | -2.4% |
Neil Greenspan Fielder Capital Group LLC | 984 | $239,191 | $225,208.08 | -$13,982.92 | -5.85% |
Chandler te Velde Maia Wealth LLC | 2,957 | $1.49M | $701,548.25 | -$787,074.31 | -52.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,723 | $1.06M | $646,031.75 | -$418,794.11 | -39.33% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 10 | $4,446.8 | $2,372.5 | -$2,074.3 | -46.65% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,493 | $1.23M | $828,714.25 | -$403,441.5 | -32.74% |
Amy Taylor Pingora Partners LLC | 165 | $77,066.92 | $39,146.25 | -$37,920.67 | -49.2% |
Adam Hill Bey-Douglas LLC | 1,681 | $650,345.25 | $398,817.25 | -$251,528 | -38.68% |
Jonathan Chatfield LM Advisors LLC | 1,247 | $439,856.02 | $295,850.75 | -$144,005.27 | -32.74% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 964 | $356,265.6 | $228,709 | -$127,556.6 | -35.8% |
Alan Gilmore Private Wealth Management Group, LLC | 163 | $87,317.85 | $38,262.62 | -$49,055.23 | -56.18% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 172 | $60,673 | $40,807 | -$19,866 | -32.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 44,010 | $25.83M | $10.33M | -$15.5M | -60.01% |
Angela Mari Abich Financial Wealth Management LLC | 1,100 | $388,025 | $260,975 | -$127,050 | -32.74% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 3,617 | $1.71M | $858,133.25 | -$846,968.19 | -49.67% |
| FTM F. Thomas Mosley Mosley Wealth Management | 30 | $7,292.4 | $7,117.5 | -$174.9 | -2.4% |