| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 86 | $9,619.93 | $8,281.8 | -$1,338.13 | -13.91% |
Wynn Capital LLC Wynn Capital, LLC | 6,216 | $755,183.87 | $547,380.95 | -$207,802.92 | -27.52% |
Rob Dainard Hara Capital LLC | 1,050 | $137,473.63 | $101,965.5 | -$35,508.13 | -25.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,098 | $428,085.8 | $385,048.08 | -$43,037.72 | -10.05% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 48 | $3,859 | $4,581.12 | $722.12 | 18.71% |
Neil Greenspan Fielder Capital Group LLC | 2,942 | $236,478 | $260,161.06 | $23,683.06 | 10.01% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,086 | $1.74M | $1.5M | -$237,287.91 | -13.62% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 120,601 | $14.03M | $11.33M | -$2.7M | -19.23% |
Angela Mari Abich Financial Wealth Management LLC | 125 | $11,929 | $11,007.5 | -$921.5 | -7.72% |
| FTM F. Thomas Mosley Mosley Wealth Management | 12 | $893.4 | $1,056.72 | $163.32 | 18.28% |
Ryan M Palmer Optimist Retirement Group LLC | 2,578 | $207,220 | $248,261.4 | $41,041.4 | 19.81% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 467 | $49,958.46 | $41,124.02 | -$8,834.44 | -17.68% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 18 | $1,552.6 | $1,585.08 | $32.48 | 2.09% |
Nitin Kumbhani Accent Capital Management, LLC | 300 | $24,114 | $28,188 | $4,074 | 16.89% |
Douglas E. Morisoli Fairman Group, LLC | 8 | $1,165.5 | $704.48 | -$461.02 | -39.56% |
| WL Wealthcollab LLC WealthCollab, LLC | 17 | $1,266 | $1,637.1 | $371.1 | 29.31% |
Ian Jameson American Capital Advisory, LLC | 28 | $2,281.21 | $2,465.68 | $184.47 | 8.09% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,100 | $162,602 | $96,866 | -$65,736 | -40.43% |
Janice M. Powell Diversify Advisory Services, LLC | 2,646 | $212,685.48 | $254,809.8 | $42,124.32 | 19.81% |
Kevyn Hill Hilltop National Bank | 171 | $15,786.88 | $15,058.26 | -$728.62 | -4.62% |