| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 18,729 | $1.47M | $823,514.13 | -$649,929.9 | -44.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,617 | $112,394.29 | $115,723.74 | $3,329.45 | 2.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 266 | $16,723.06 | $11,652.13 | -$5,070.93 | -30.32% |
Jeffrey McGrath Cetera Trust Company, N.A | 746 | $43,126 | $32,973.2 | -$10,152.8 | -23.54% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 50 | $4,466 | $2,207.25 | -$2,258.75 | -50.58% |
Taylor Wagner Valued Wealth Advisors LLC | 236 | $13,897.39 | $10,474.86 | -$3,422.53 | -24.63% |
Darin Sadow Freestone Grove Partners LP | 28,720 | $1.23M | $1.26M | $31,448 | 2.57% |
| MG Melissa Glennie Capital Management Associates, Inc | 15,654 | $1.58M | $692,532.96 | -$886,643.04 | -56.15% |
Curtis Burkholder Bare Financial Services, Inc | 259 | $18,169.58 | $11,436.14 | -$6,733.44 | -37.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 704 | $40,926.34 | $31,247.04 | -$9,679.3 | -23.65% |
Joshua Stipcich Tidemark, LLC | 28 | $2,501.17 | $1,229.48 | -$1,271.69 | -50.84% |
Emily Priebe Priebe Wealth Holdings LLC | 2,231 | $187,796.59 | $97,907.43 | -$89,889.16 | -47.87% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,095 | $217,453 | $225,402.8 | $7,949.8 | 3.66% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 7,913 | $484,106.33 | $349,398.51 | -$134,707.82 | -27.83% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 26,838 | $1.6M | $1.19M | -$410,910.43 | -25.7% |
Rob Dainard Hara Capital LLC | 37 | $3,459.73 | $1,633.55 | -$1,826.18 | -52.78% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 839 | $66,621.58 | $36,832.1 | -$29,789.48 | -44.71% |
Christy Clarin Portfolio Design Labs, LLC | 8,002 | $807,241.96 | $351,767.92 | -$455,474.04 | -56.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,744 | $1.81M | $959,780.16 | -$845,319.37 | -46.83% |
Matthew Stead Sachetta, LLC | 119 | $12,096.74 | $5,213.98 | -$6,882.76 | -56.9% |