| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 5,933 | $324,565.03 | $292,467.23 | -$32,097.8 | -9.89% |
David W. Lewis Lewis Asset Management, LLC | 10,001 | $370,884.59 | $492,799.27 | $121,914.68 | 32.87% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 157 | $5,822.64 | $7,739.31 | $1,916.67 | 32.92% |
Jeffrey McGrath Cetera Trust Company, N.A | 141 | $5,451 | $6,947.77 | $1,496.77 | 27.46% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 915 | $58,231 | $45,104.92 | -$13,126.08 | -22.54% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,994 | $254,178 | $196,884.23 | -$57,293.77 | -22.54% |
Taylor Wagner Valued Wealth Advisors LLC | 151 | $9,123.28 | $7,443.54 | -$1,679.74 | -18.41% |
Brad McFadden Glenorchy Capital Ltd | 42,025 | $1.64M | $2.07M | $435,870.64 | 26.65% |
Keisuke Ichihara Rakuten Securities, Inc. | 89 | $4,844.43 | $4,369.01 | -$475.42 | -9.81% |
Joshua Stipcich Tidemark, LLC | 682 | $26,280.56 | $33,479.38 | $7,198.82 | 27.39% |
Rob Dainard Hara Capital LLC | 175 | $6,412.11 | $8,590.75 | $2,178.64 | 33.98% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 89 | $5,664 | $4,369.01 | -$1,294.99 | -22.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,889 | $310,933.91 | $290,151.03 | -$20,782.88 | -6.68% |
Matthew Stead Sachetta, LLC | 197 | $7,360.18 | $9,702.25 | $2,342.07 | 31.82% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 83 | $5,283 | $4,080.69 | -$1,202.31 | -22.76% |
Neil Greenspan Fielder Capital Group LLC | 90,959 | $4.29M | $4.47M | $185,335.94 | 4.32% |
Kelly Richert Clayton Financial Group LLC | 37 | $1,984 | $1,819.1 | -$164.9 | -8.31% |
Christopher Griffith Stablepoint Partners, LLC | 29,041 | $1.66M | $1.43M | -$237,133.88 | -14.24% |
Alan Gilmore Private Wealth Management Group, LLC | 147 | $5,683.17 | $7,242.69 | $1,559.52 | 27.44% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 94,874 | $4M | $4.68M | $687,828.89 | 17.22% |