| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 65 | $3,630.54 | $1,795.95 | -$1,834.59 | -50.53% |
Jill R. Seidman Expect Equity LLC | 41,907 | $1.27M | $1.15M | -$117,130.07 | -9.21% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 18,296 | $884,195.14 | $482,465.52 | -$401,729.62 | -45.43% |
Christopher Dodds Crown Oak Advisors, LLC | 184,587 | $9.15M | $5.06M | -$4.09M | -44.73% |
Curtis Burkholder Bare Financial Services, Inc | 72 | $2,185.2 | $1,998 | -$187.2 | -8.57% |
Simon Batten Prevatt Capital Ltd | 840,000 | $30.02M | $23.05M | -$6.96M | -23.2% |
Keisuke Ichihara Rakuten Securities, Inc. | 198 | $10,035.48 | $5,471.73 | -$4,563.75 | -45.48% |
Joshua Stipcich Tidemark, LLC | 16 | $531 | $442.72 | -$88.28 | -16.63% |
Dustin Schick Evergreen Private Wealth LLC | 4,439 | $186,741.59 | $122,760.54 | -$63,981.05 | -34.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,779 | $334,527.29 | $188,117.25 | -$146,410.04 | -43.77% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 202 | $6,704.35 | $5,605.5 | -$1,098.85 | -16.39% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 258,108 | $11.1M | $6.78M | -$4.32M | -38.89% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 59,542 | $2.56M | $1.64M | -$919,544.01 | -35.98% |
Jeff Kautz QSV Equity Investors LLC | 6,758 | $264,576 | $186,892.49 | -$77,683.51 | -29.36% |
Alan Gilmore Private Wealth Management Group, LLC | 86 | $2,855.32 | $2,386.5 | -$468.82 | -16.42% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 109,003 | $5.3M | $3.02M | -$2.28M | -42.97% |
Corey Saft Sivia Capital Partners, LLC | 74,015 | $2.27M | $1.94M | -$325,305.8 | -14.33% |
Mark Weiskind Fairway Wealth LLC | 201 | $6,100.35 | $5,300.37 | -$799.98 | -13.11% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 12,197 | $388,085.9 | $338,466.75 | -$49,619.15 | -12.79% |
Janice M. Powell Diversify Advisory Services, LLC | 10,120 | $301,475 | $280,273.4 | -$21,201.6 | -7.03% |