| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 113 | $6,363 | $6,165.28 | -$197.72 | -3.11% |
Rob Dainard Hara Capital LLC | 1,340 | $107,857 | $74,289.6 | -$33,567.4 | -31.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 53 | $3,888 | $2,890.88 | -$997.12 | -25.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,473 | $669,673.56 | $568,055.52 | -$101,618.04 | -15.17% |
Craig Silberg EVERPAR ADVISORS LLC | 3,468 | $254,378 | $192,265.92 | -$62,112.08 | -24.42% |
Matthew Stead Sachetta, LLC | 250 | $15,878.2 | $13,600 | -$2,278.2 | -14.35% |
Nicole Davis Northwest Financial Advisors | 4,214 | $243,297.83 | $230,084.4 | -$13,213.43 | -5.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 415 | $24,135.83 | $22,808.4 | -$1,327.43 | -5.5% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,305 | $321,422.04 | $237,097.87 | -$84,324.17 | -26.23% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,171 | $124,724.41 | $120,034.59 | -$4,689.82 | -3.76% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,976 | $581,571.24 | $495,205.92 | -$86,365.32 | -14.85% |
Kelly Richert Clayton Financial Group LLC | 350 | $19,201 | $19,425 | $224 | 1.17% |
Alan Gilmore Private Wealth Management Group, LLC | 273 | $16,250.7 | $15,004.08 | -$1,246.62 | -7.67% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 152 | $9,095.15 | $8,413.2 | -$681.95 | -7.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 134,314 | $7.96M | $7.38M | -$582,867.21 | -7.32% |
Angela Mari Abich Financial Wealth Management LLC | 317 | $18,925 | $17,542.78 | -$1,382.22 | -7.3% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 3,185 | $233,620 | $175,047.6 | -$58,572.4 | -25.07% |
Anne Wright Lummis Asset Management, LP | 10 | $734 | $553.15 | -$180.85 | -24.64% |
| FTM F. Thomas Mosley Mosley Wealth Management | 170 | $9,898.97 | $9,350 | -$548.97 | -5.55% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,746 | $213,837.86 | $206,329.68 | -$7,508.18 | -3.51% |