| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WG William Garver Leibman Financial Services, Inc. | 68,656 | $2.57M | $1.9M | -$669,635.33 | -26.1% |
Taylor Wagner Valued Wealth Advisors LLC | 76 | $4,226.36 | $2,098.36 | -$2,128 | -50.35% |
Darin Sadow Freestone Grove Partners LP | 45,182 | $1.77M | $1.25M | -$521,400.56 | -29.48% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 17,492 | $859,793.74 | $482,954.12 | -$376,839.62 | -43.83% |
Christopher Dodds Crown Oak Advisors, LLC | 184,587 | $9.15M | $5.1M | -$4.05M | -44.29% |
Simon Batten Prevatt Capital Ltd | 700,000 | $25.77M | $19.33M | -$6.44M | -25% |
Keisuke Ichihara Rakuten Securities, Inc. | 273 | $14,279.77 | $7,537.53 | -$6,742.24 | -47.22% |
Joshua Stipcich Tidemark, LLC | 16 | $531 | $441.76 | -$89.24 | -16.81% |
Dustin Schick Evergreen Private Wealth LLC | 4,439 | $186,741.59 | $122,560.79 | -$64,180.8 | -34.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,779 | $334,527.29 | $187,168.19 | -$147,359.1 | -44.05% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 201 | $6,674 | $5,549.61 | -$1,124.39 | -16.85% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 207,025 | $9.9M | $5.72M | -$4.19M | -42.28% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 120,049 | $5.56M | $3.31M | -$2.24M | -40.33% |
Kelly Richert Clayton Financial Group LLC | 47 | $1,561 | $1,297.67 | -$263.33 | -16.87% |
Jeff Kautz QSV Equity Investors LLC | 6,758 | $264,576 | $186,588.38 | -$77,987.62 | -29.48% |
Alan Gilmore Private Wealth Management Group, LLC | 283 | $12,092.29 | $7,813.63 | -$4,278.66 | -35.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 104,485 | $5.17M | $2.88M | -$2.28M | -44.17% |
Corey Saft Sivia Capital Partners, LLC | 8,184 | $271,709 | $225,960.24 | -$45,748.76 | -16.84% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 6,157 | $204,412 | $169,994.77 | -$34,417.23 | -16.84% |
Ian Jameson American Capital Advisory, LLC | 12 | $574.8 | $331.32 | -$243.48 | -42.36% |