| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 12 | $3,858.23 | $3,348.6 | -$509.63 | -13.21% |
Curtis Burkholder Bare Financial Services, Inc | 17 | $4,895.81 | $4,743.85 | -$151.96 | -3.1% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $2,994.62 | $2,774.1 | -$220.52 | -7.36% |
Joshua Stipcich Tidemark, LLC | 90 | $27,764.17 | $25,413.3 | -$2,350.87 | -8.47% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,677 | $500,127.42 | $467,966.83 | -$32,160.59 | -6.43% |
Wynn Capital LLC Wynn Capital, LLC | 3,784 | $1.13M | $1.06M | -$78,149.31 | -6.89% |
David Ragan Grunden Financial Advisory, Inc. | 856 | $256,893.67 | $238,866.79 | -$18,026.88 | -7.02% |
Rob Dainard Hara Capital LLC | 32 | $11,086 | $8,908.8 | -$2,177.2 | -19.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 75 | $20,186.13 | $20,928.75 | $742.62 | 3.68% |
Christy Clarin Portfolio Design Labs, LLC | 1,541 | $411,089.04 | $429,014.4 | $17,925.36 | 4.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,483 | $1.67M | $1.52M | -$149,924.26 | -8.97% |
Craig Silberg EVERPAR ADVISORS LLC | 730 | $201,246 | $203,706.49 | $2,460.49 | 1.22% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 22,018 | $6.62M | $6.14M | -$477,885.03 | -7.22% |
Matthew Stead Sachetta, LLC | 269 | $80,407.38 | $75,064.45 | -$5,342.93 | -6.64% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 305 | $81,494.28 | $86,180.8 | $4,686.52 | 5.75% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,652 | $1.11M | $1.02M | -$93,502.17 | -8.4% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,058 | $596,452.35 | $574,284.88 | -$22,167.47 | -3.72% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 11 | $3,033 | $3,069.55 | $36.55 | 1.21% |
Christian Scharosch 1248 Management, LLC | 116 | $38,209.75 | $32,179.56 | -$6,030.19 | -15.78% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,000 | $288,237.74 | $279,049.99 | -$9,187.75 | -3.19% |