| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 5,312 | $508,559.8 | $392,556.8 | -$116,003 | -22.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 572 | $49,885.17 | $40,011.4 | -$9,873.77 | -19.79% |
Jeffrey McGrath Cetera Trust Company, N.A | 43 | $3,862.26 | $3,119.22 | -$743.04 | -19.24% |
Darin Sadow Freestone Grove Partners LP | 14,240 | $1.07M | $1.05M | -$19,911.38 | -1.85% |
Curtis Burkholder Bare Financial Services, Inc | 288 | $20,494.69 | $20,145.6 | -$349.09 | -1.7% |
Joshua Stipcich Tidemark, LLC | 52 | $4,671 | $3,829.28 | -$841.72 | -18.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $1,374 | $1,259.1 | -$114.9 | -8.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,617 | $145,009.88 | $117,297.18 | -$27,712.7 | -19.11% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,183 | $286,468.99 | $234,396.12 | -$52,072.87 | -18.18% |
Matthew Stead Sachetta, LLC | 217 | $16,704.81 | $15,179.15 | -$1,525.66 | -9.13% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 22 | $1,680 | $1,629.54 | -$50.46 | -3% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 20 | $1,763 | $1,399 | -$364 | -20.65% |
Alan Gilmore Private Wealth Management Group, LLC | 77 | $6,963.03 | $5,386.15 | -$1,576.88 | -22.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 28,781 | $2.15M | $2.09M | -$66,645.1 | -3.09% |
Ashley Meredith Abel Hall, LLC | 5,010 | $382,362.96 | $350,449.5 | -$31,913.46 | -8.35% |
| WL Wealthcollab LLC WealthCollab, LLC | 42 | $3,206 | $3,092.88 | -$113.12 | -3.53% |
Ian Jameson American Capital Advisory, LLC | 7 | $447 | $489.65 | $42.65 | 9.54% |
Ryan Visniski Bryce Point Capital, LLC | 9,062 | $571,359 | $633,886.9 | $62,527.9 | 10.94% |
Kevyn Hill Hilltop National Bank | 1,173 | $101,432.62 | $82,051.35 | -$19,381.27 | -19.11% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 8,503 | $542,187.61 | $629,817.21 | $87,629.6 | 16.16% |