| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 50 | $4,466 | $2,336.5 | -$2,129.5 | -47.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,100 | $481,303.87 | $238,323 | -$242,980.87 | -50.48% |
Taylor Wagner Valued Wealth Advisors LLC | 236 | $13,897.39 | $11,028.28 | -$2,869.11 | -20.64% |
Darin Sadow Freestone Grove Partners LP | 28,720 | $1.23M | $1.49M | $262,787.6 | 21.44% |
| MG Melissa Glennie Capital Management Associates, Inc | 15,654 | $1.58M | $731,511.42 | -$847,664.58 | -53.68% |
Curtis Burkholder Bare Financial Services, Inc | 259 | $18,169.58 | $12,103.07 | -$6,066.51 | -33.39% |
Keisuke Ichihara Rakuten Securities, Inc. | 704 | $40,926.34 | $36,199.68 | -$4,726.66 | -11.55% |
Joshua Stipcich Tidemark, LLC | 28 | $2,501.17 | $1,380.96 | -$1,120.21 | -44.79% |
Emily Priebe Priebe Wealth Holdings LLC | 2,231 | $187,796.59 | $104,254.63 | -$83,541.96 | -44.49% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,095 | $217,453 | $238,089.35 | $20,636.35 | 9.49% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 7,913 | $484,106.33 | $369,774.49 | -$114,331.84 | -23.62% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 26,838 | $1.6M | $1.25M | -$344,620.57 | -21.56% |
Rob Dainard Hara Capital LLC | 37 | $3,459.73 | $1,894.03 | -$1,565.7 | -45.25% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 839 | $66,621.58 | $39,206.47 | -$27,415.11 | -41.15% |
Christy Clarin Portfolio Design Labs, LLC | 8,002 | $807,241.96 | $409,622.38 | -$397,619.58 | -49.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,744 | $1.81M | $1.12M | -$687,023.05 | -38.06% |
Matthew Stead Sachetta, LLC | 119 | $12,096.74 | $5,560.87 | -$6,535.87 | -54.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 919 | $54,878.53 | $47,631.77 | -$7,246.76 | -13.21% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,504 | $429,948.1 | $210,471.92 | -$219,476.18 | -51.05% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 37,203 | $2.49M | $1.74M | -$754,696.52 | -30.27% |