| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 352 | $288,457.26 | $140,704.96 | -$147,752.3 | -51.22% |
Amir Har-El Savvy Advisors, Inc. | 529 | $296,563 | $216,755.1 | -$79,807.9 | -26.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2 | $1,121 | $786.94 | -$334.06 | -29.8% |
Owen McCabe Tyche Wealth Partners LLC | 1,890 | $513,369.04 | $756,340.2 | $242,971.16 | 47.33% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 395 | $221,441 | $158,766.3 | -$62,674.7 | -28.3% |
Jeffrey McGrath Cetera Trust Company, N.A | 16 | $4,133 | $6,402.88 | $2,269.88 | 54.92% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 390 | $218,638 | $156,635.7 | -$62,002.3 | -28.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 441 | $260,322.45 | $172,117.89 | -$88,204.56 | -33.88% |
Joshua Stipcich Tidemark, LLC | 11 | $6,239.64 | $4,432.67 | -$1,806.97 | -28.96% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,678 | $596,787.9 | $669,891.16 | $73,103.26 | 12.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 479 | $307,491.04 | $195,633.18 | -$111,857.86 | -36.38% |
Matthew Stead Sachetta, LLC | 32 | $11,459.3 | $13,049.92 | $1,590.62 | 13.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 333 | $141,694.23 | $138,924.27 | -$2,769.96 | -1.95% |
Neil Greenspan Fielder Capital Group LLC | 1,022 | $287,541.17 | $408,820.44 | $121,279.27 | 42.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,837 | $10.01M | $9.94M | -$68,506.26 | -0.68% |
Angela Mari Abich Financial Wealth Management LLC | 6 | $4,306 | $2,380.59 | -$1,925.41 | -44.71% |
| FTM F. Thomas Mosley Mosley Wealth Management | 42 | $17,836.98 | $16,392.18 | -$1,444.8 | -8.1% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 713 | $295,950.35 | $293,862.95 | -$2,087.4 | -0.71% |
Nitin Kumbhani Accent Capital Management, LLC | 9 | $5,045 | $3,597.3 | -$1,447.7 | -28.7% |
Matthew Smith Ravenswood Partners LP | 25,087 | $14.33M | $9.79M | -$4.53M | -31.65% |