| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Adam Causey Jackson Thornton Wealth Management LLC | 61,129 | $784,262.21 | $666,917.39 | -$117,344.82 | -14.96% |
Matt Shibata Morling Financial Advisors LLC | 87,228 | $1.11M | $969,975.36 | -$143,878.17 | -12.92% |
Ana-Maria Ignat Covestor Ltd | 147 | $1,912.47 | $1,634.64 | -$277.83 | -14.53% |
Mark Mowrey Signature Resources Capital Management LLC | 790 | $9,659.2 | $8,634.7 | -$1,024.5 | -10.61% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 1.06M | $13.5M | $11.73M | -$1.77M | -13.08% |
Brian Dechow SWAN Capital LLC | 337 | $4,118 | $3,678.35 | -$439.65 | -10.68% |
Kelly Christopher Significant Wealth Partners LLC | 74,446 | $950,425.43 | $827,839.52 | -$122,585.91 | -12.9% |
Kevin Kroskey True Wealth Design LLC | 1,163 | $14,529.19 | $12,932.56 | -$1,596.63 | -10.99% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 11,618 | $129,425 | $128,901.71 | -$523.29 | -0.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,126 | $14,356.51 | $12,521.12 | -$1,835.39 | -12.78% |
Mathieu Cornu Pictet Asset Management Holding SA | 23,872 | $297,213.72 | $265,456.64 | -$31,757.08 | -10.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,400 | $18,144 | $15,302 | -$2,842 | -15.66% |
Darin Sadow Freestone Grove Partners LP | 75,293 | $987,091 | $843,658.06 | -$143,432.94 | -14.53% |
Curtis Burkholder Bare Financial Services, Inc | 51 | $650.92 | $567.12 | -$83.8 | -12.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,510 | $21,155 | $16,866.7 | -$4,288.3 | -20.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 113 | $1,394.62 | $1,256.56 | -$138.06 | -9.9% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 31 | $407 | $344.72 | -$62.28 | -15.3% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,264 | $138,706 | $133,984.2 | -$4,721.8 | -3.4% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 17,298 | $216,312 | $193,910.58 | -$22,401.42 | -10.36% |
Ashley Meredith Abel Hall, LLC | 18,485 | $258,974.39 | $207,309.27 | -$51,665.12 | -19.95% |