| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 1,498 | $506,652.9 | $379,907.78 | -$126,745.12 | -25.02% |
Ann Keitner Quantum Portfolio Management LLC | 826 | $279,865.56 | $211,369.27 | -$68,496.29 | -24.47% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $4,561.18 | $2,788.72 | -$1,772.46 | -38.86% |
Darin Sadow Freestone Grove Partners LP | 64,662 | $21.91M | $16.71M | -$5.2M | -23.72% |
Curtis Burkholder Bare Financial Services, Inc | 45 | $10,980.96 | $11,600.1 | $619.14 | 5.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 43 | $16,189.76 | $10,901.36 | -$5,288.4 | -32.67% |
Sam Tedawes Quantessence Capital LLC | 546 | $276,052 | $140,914.41 | -$135,137.59 | -48.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 287 | $80,266.26 | $74,608.52 | -$5,657.74 | -7.05% |
Matthew Stead Sachetta, LLC | 8 | $2,711 | $2,067.84 | -$643.16 | -23.72% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 6 | $2,033 | $1,546.68 | -$486.32 | -23.92% |
Michael Herman Apollon Financial, LLC | 469 | $237,122 | $120,425.13 | -$116,696.87 | -49.21% |
Alan Gilmore Private Wealth Management Group, LLC | 6 | $691 | $1,546.68 | $855.68 | 123.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,824 | $1.84M | $3.31M | $1.47M | 79.6% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,716 | $1.51M | $959,043.86 | -$550,469.22 | -36.47% |
Ashley Meredith Abel Hall, LLC | 1,573 | $541,746.07 | $404,355.38 | -$137,390.69 | -25.36% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 250 | $71,825 | $63,480 | -$8,345 | -11.62% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,667 | $917,586.68 | $687,499.26 | -$230,087.42 | -25.08% |
| HAS Hayley A. Snell LRI Investments, LLC | 31 | $9,685.84 | $7,991.18 | -$1,694.66 | -17.5% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 1,045 | $255,306 | $269,380.1 | $14,074.1 | 5.51% |
| NCG Noah C Goldberg Jain Global LLC | 68,129 | $33.96M | $17.56M | -$16.4M | -48.28% |