| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Sadow Freestone Grove Partners LP | 8,238 | $448,559.1 | $440,980.14 | -$7,578.96 | -1.69% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 18,291 | $1.05M | $979,117.23 | -$66,911 | -6.4% |
Curtis Burkholder Bare Financial Services, Inc | 248 | $14,190.73 | $13,275.44 | -$915.29 | -6.45% |
Keisuke Ichihara Rakuten Securities, Inc. | 4,787 | $260,677.35 | $256,248.11 | -$4,429.24 | -1.7% |
Joshua Stipcich Tidemark, LLC | 71 | $4,417.34 | $3,800.63 | -$616.71 | -13.96% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,561 | $366,245.14 | $351,210.33 | -$15,034.81 | -4.11% |
Rob Dainard Hara Capital LLC | 5,206 | $290,963.34 | $278,677.18 | -$12,286.16 | -4.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 24 | $1,296.72 | $1,284.72 | -$12 | -0.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,533 | $661,529.07 | $617,361.49 | -$44,167.58 | -6.68% |
Craig Silberg EVERPAR ADVISORS LLC | 7,190 | $401,092.08 | $384,880.7 | -$16,211.38 | -4.04% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,558 | $139,283.1 | $136,929.74 | -$2,353.36 | -1.69% |
Matthew Stead Sachetta, LLC | 205 | $11,730.23 | $10,973.65 | -$756.58 | -6.45% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 395 | $21,507.75 | $21,144.35 | -$363.4 | -1.69% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,597 | $349,564.88 | $246,077.41 | -$103,487.47 | -29.6% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 58,274 | $3.23M | $3.12M | -$114,368.11 | -3.54% |
Kelly Richert Clayton Financial Group LLC | 44 | $2,377.32 | $2,355.32 | -$22 | -0.93% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 143 | $9,142.27 | $7,654.79 | -$1,487.48 | -16.27% |
Alan Gilmore Private Wealth Management Group, LLC | 815 | $45,250.39 | $43,626.95 | -$1,623.44 | -3.59% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 107,553 | $6.04M | $5.76M | -$281,752.21 | -4.67% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,668 | $94,763.49 | $89,288.04 | -$5,475.45 | -5.78% |