| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,037 | $65,094 | $45,939.1 | -$19,154.9 | -29.43% |
PETER KRUSSEL Southland Equity Partners LLC | 2,664 | $266,292.67 | $118,601.28 | -$147,691.39 | -55.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,839 | $775,500.06 | $349,541.01 | -$425,959.05 | -54.93% |
Taylor Wagner Valued Wealth Advisors LLC | 237 | $13,890.95 | $10,458.81 | -$3,432.14 | -24.71% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,048 | $263,632.95 | $138,043.92 | -$125,589.03 | -47.64% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 4,022 | $244,439.04 | $180,266.04 | -$64,173 | -26.25% |
| MG Melissa Glennie Capital Management Associates, Inc | 15,654 | $1.58M | $701,612.28 | -$877,563.72 | -55.57% |
Anthony Blagrove Traveka Wealth, LLC | 3,539 | $252,223.73 | $160,281.31 | -$91,942.42 | -36.45% |
Wayne Atkins VCI Wealth Management LLC | 15,629 | $1.52M | $698,303.72 | -$821,299.65 | -54.05% |
Curtis Burkholder Bare Financial Services, Inc | 171 | $14,413.78 | $7,602.66 | -$6,811.12 | -47.25% |
Keisuke Ichihara Rakuten Securities, Inc. | 202 | $19,500.78 | $8,946.58 | -$10,554.2 | -54.12% |
Joshua Stipcich Tidemark, LLC | 58 | $5,181 | $2,626.82 | -$2,554.18 | -49.3% |
Emily Priebe Priebe Wealth Holdings LLC | 2,980 | $250,562.69 | $134,964.2 | -$115,598.49 | -46.14% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,326 | $507,379.17 | $373,171.32 | -$134,207.85 | -26.45% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 37,754 | $2.23M | $1.67M | -$561,842.66 | -25.2% |
Rob Dainard Hara Capital LLC | 37 | $3,459.73 | $1,647.24 | -$1,812.49 | -52.39% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 883 | $71,347.61 | $39,010.94 | -$32,336.67 | -45.32% |
Christy Clarin Portfolio Design Labs, LLC | 24,980 | $2.52M | $1.13M | -$1.39M | -55.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,744 | $1.81M | $969,564.96 | -$835,534.57 | -46.29% |
Matthew Stead Sachetta, LLC | 248 | $25,110.38 | $11,058.32 | -$14,052.06 | -55.96% |