| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 3,066 | $823,266.1 | $669,461.13 | -$153,804.97 | -18.68% |
| AK Alisha Kamadia United Community Bank | 487 | $119,565.75 | $106,336.45 | -$13,229.3 | -11.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,346 | $1.26M | $948,949.14 | -$307,048.72 | -24.45% |
Robert Shea NEOS Investment Management LLC | 145,806 | $41.12M | $31.84M | -$9.28M | -22.57% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,528 | $1.65M | $1.43M | -$221,924.39 | -13.47% |
James Rankin Modern Wealth Management, LLC | 2,636 | $750,703.22 | $575,570.63 | -$175,132.59 | -23.33% |
Amir Har-El Savvy Advisors, Inc. | 1,726 | $502,995.56 | $376,872.12 | -$126,123.44 | -25.07% |
Ann Keitner Quantum Portfolio Management LLC | 1,119 | $331,234.94 | $244,333.66 | -$86,901.28 | -26.24% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,018 | $317,356.98 | $222,280.31 | -$95,076.67 | -29.96% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 187 | $44,674 | $40,831.45 | -$3,842.55 | -8.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,333 | $633,520.31 | $509,410.57 | -$124,109.74 | -19.59% |
Taylor Wagner Valued Wealth Advisors LLC | 52 | $13,622.69 | $11,354.2 | -$2,268.49 | -16.65% |
Darin Sadow Freestone Grove Partners LP | 113,105 | $27.66M | $24.7M | -$2.96M | -10.7% |
Curtis Burkholder Bare Financial Services, Inc | 16 | $5,009.75 | $3,493.6 | -$1,516.15 | -30.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 338 | $82,441.32 | $73,802.3 | -$8,639.02 | -10.48% |
Joshua Stipcich Tidemark, LLC | 11 | $3,281.06 | $2,401.85 | -$879.21 | -26.8% |
Christy Clarin Portfolio Design Labs, LLC | 1,609 | $438,237.55 | $351,325.17 | -$86,912.38 | -19.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,726 | $1.36M | $1.03M | -$326,790.3 | -24.05% |
Craig Silberg EVERPAR ADVISORS LLC | 1,140 | $291,888.45 | $248,919.01 | -$42,969.44 | -14.72% |
Carol Smith Access Investment Management LLC | 90 | $27,862 | $19,651.5 | -$8,210.5 | -29.47% |