| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 619 | $51,843.15 | $30,699.3 | -$21,143.85 | -40.78% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,675 | $86,272.13 | $83,188.87 | -$3,083.26 | -3.57% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 66 | $3,064 | $3,273.27 | $209.27 | 6.83% |
| WG William Garver Leibman Financial Services, Inc. | 50,818 | $5.04M | $2.54M | -$2.5M | -49.64% |
Darin Sadow Freestone Grove Partners LP | 1.22M | $59.79M | $60.59M | $800,220.99 | 1.34% |
Kent Keister Bear Mountain Capital, Inc. | 31 | $1,791.15 | $1,537.44 | -$253.71 | -14.16% |
Joshua Stipcich Tidemark, LLC | 84 | $5,995.67 | $4,171.86 | -$1,823.81 | -30.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 42 | $4,780.97 | $2,097.06 | -$2,683.91 | -56.14% |
Carol Smith Access Investment Management LLC | 10,200 | $740,826.41 | $506,583 | -$234,243.41 | -31.62% |
Matthew Stead Sachetta, LLC | 276 | $14,645.06 | $13,441.2 | -$1,203.86 | -8.22% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 34 | $1,579 | $1,691.16 | $112.16 | 7.1% |
Kelly Richert Clayton Financial Group LLC | 28 | $1,323.14 | $1,392.72 | $69.58 | 5.26% |
Jonathan Chatfield LM Advisors LLC | 695 | $34,013.3 | $34,569.3 | $556 | 1.63% |
Alan Gilmore Private Wealth Management Group, LLC | 14 | $650 | $699.02 | $49.02 | 7.54% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 168 | $13,950.67 | $8,356.32 | -$5,594.35 | -40.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 20,794 | $1.91M | $1.04M | -$866,129.97 | -45.44% |
Ashley Meredith Abel Hall, LLC | 6,605 | $535,997.26 | $329,655.55 | -$206,341.71 | -38.5% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 1,672 | $139,376 | $83,633.44 | -$55,742.56 | -39.99% |
Kevyn Hill Hilltop National Bank | 1,474 | $122,545.69 | $73,773.7 | -$48,771.99 | -39.8% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 30,268 | $2M | $1.52M | -$485,148.49 | -24.21% |