| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 8,488 | $327,382.25 | $257,101.52 | -$70,280.73 | -21.47% |
Benj Foor Frazier Financial Advisors, LLC | 64 | $2,027.48 | $1,938.56 | -$88.92 | -4.39% |
Amir Har-El Savvy Advisors, Inc. | 23,008 | $945,853.94 | $696,912.32 | -$248,941.62 | -26.32% |
Ann Keitner Quantum Portfolio Management LLC | 15,966 | $664,984 | $483,610.14 | -$181,373.86 | -27.27% |
Joseph Morrison Sentry LLC | 5,251 | $218,704 | $159,052.79 | -$59,651.21 | -27.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 63 | $1,724 | $1,908.27 | $184.27 | 10.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 298 | $10,318.37 | $9,026.42 | -$1,291.95 | -12.52% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 215 | $11,713.21 | $6,512.35 | -$5,200.86 | -44.4% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 561 | $23,366 | $16,992.69 | -$6,373.31 | -27.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,319 | $321,275.04 | $342,852.51 | $21,577.47 | 6.72% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $583.94 | $333.19 | -$250.75 | -42.94% |
Wayne Atkins VCI Wealth Management LLC | 33,869 | $1.41M | $1.03M | -$384,751.99 | -27.27% |
Curtis Burkholder Bare Financial Services, Inc | 213 | $4,885.59 | $6,451.77 | $1,566.18 | 32.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,339 | $51,852.32 | $40,558.31 | -$11,294.01 | -21.78% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,513 | $447,954.49 | $257,858.77 | -$190,095.72 | -42.44% |
Rob Dainard Hara Capital LLC | 700 | $16,050.99 | $21,203 | $5,152.01 | 32.1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,323 | $326,764.44 | $221,813.67 | -$104,950.77 | -32.12% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,308 | $304,377 | $221,359.32 | -$83,017.68 | -27.27% |
Matthew Stead Sachetta, LLC | 246 | $9,676.55 | $7,451.34 | -$2,225.21 | -23% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 125 | $5,207 | $3,786.25 | -$1,420.75 | -27.29% |