| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 34 | $2,079.51 | $1,881.9 | -$197.61 | -9.5% |
Curtis Burkholder Bare Financial Services, Inc | 241 | $14,151.26 | $13,339.35 | -$811.91 | -5.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 66 | $3,427.77 | $3,841.2 | $413.43 | 12.06% |
Sam Tedawes Quantessence Capital LLC | 8,880 | $343,922 | $522,055.2 | $178,133.2 | 51.79% |
Joshua Stipcich Tidemark, LLC | 57 | $3,497 | $3,323.67 | -$173.33 | -4.96% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 9,600 | $725,416.6 | $531,360 | -$194,056.6 | -26.75% |
Christy Clarin Portfolio Design Labs, LLC | 11,881 | $982,067 | $692,781.11 | -$289,285.89 | -29.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,203 | $464,564.85 | $361,014.6 | -$103,550.25 | -22.29% |
Carol Smith Access Investment Management LLC | 73,075 | $4.51M | $4.04M | -$469,167.2 | -10.39% |
Matthew Stead Sachetta, LLC | 256 | $14,269.54 | $14,169.6 | -$99.94 | -0.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 19 | $1,165.74 | $1,117.01 | -$48.73 | -4.18% |
Alan Gilmore Private Wealth Management Group, LLC | 513 | $34,243.42 | $28,394.55 | -$5,848.87 | -17.08% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 44,138 | $3.35M | $2.62M | -$728,830.54 | -21.78% |
Angela Mari Abich Financial Wealth Management LLC | 1,468 | $98,465 | $81,253.8 | -$17,211.2 | -17.48% |
Anne Wright Lummis Asset Management, LP | 180 | $13,595 | $9,963 | -$3,632 | -26.72% |
Kyle Jones Pineridge Advisors LLC | 45 | $3,031 | $2,490.75 | -$540.25 | -17.82% |
Nitin Kumbhani Accent Capital Management, LLC | 110 | $4,260 | $6,402 | $2,142 | 50.28% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,783 | $214,013 | $154,039.05 | -$59,973.95 | -28.02% |
| WL Wealthcollab LLC WealthCollab, LLC | 858 | $50,116.9 | $50,029.98 | -$86.92 | -0.17% |
Ian Jameson American Capital Advisory, LLC | 64 | $3,011.98 | $3,542.4 | $530.42 | 17.61% |