| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 5,507 | $635,242.41 | $469,031.19 | -$166,211.22 | -26.17% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 83,405 | $7.62M | $7.1M | -$512,375.08 | -6.73% |
David Vollmer PFS Partners, LLC | 100 | $22,014 | $8,519.7 | -$13,494.3 | -61.3% |
Benj Foor Frazier Financial Advisors, LLC | 84 | $12,275.98 | $7,156.55 | -$5,119.43 | -41.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,520 | $238,921.67 | $214,653.6 | -$24,268.07 | -10.16% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $14,566 | $8,519.7 | -$6,046.3 | -41.51% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 82 | $11,886 | $6,986.15 | -$4,899.85 | -41.22% |
Jonathon Gold Gold Investment Management Ltd. | 46 | $6,700.67 | $3,919.06 | -$2,781.61 | -41.51% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 100 | $7,445 | $8,518 | $1,073 | 14.41% |
Julie Beswick Advantage Trust Co | 100 | $14,566 | $8,400 | -$6,166 | -42.33% |
Keisuke Ichihara Rakuten Securities, Inc. | 493 | $47,046.75 | $41,993.74 | -$5,053.01 | -10.74% |
Joshua Stipcich Tidemark, LLC | 86 | $9,619.93 | $7,325.48 | -$2,294.45 | -23.85% |
Wynn Capital LLC Wynn Capital, LLC | 6,216 | $755,183.87 | $529,478.88 | -$225,704.99 | -29.89% |
Rob Dainard Hara Capital LLC | 1,050 | $137,473.63 | $89,439 | -$48,034.63 | -34.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,098 | $428,085.8 | $350,153.61 | -$77,932.19 | -18.2% |
Matthew Stead Sachetta, LLC | 25 | $3,627.18 | $2,023.5 | -$1,603.68 | -44.21% |
Chandler te Velde Maia Wealth LLC | 6,214 | $777,167.3 | $529,308.52 | -$247,858.78 | -31.89% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 15,293 | $1.6M | $1.26M | -$340,522.14 | -21.31% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 111,651 | $13.31M | $9.55M | -$3.76M | -28.24% |
Angela Mari Abich Financial Wealth Management LLC | 125 | $11,929 | $10,667.5 | -$1,261.5 | -10.58% |