| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 35,010 | $5.67M | $4.19M | -$1.48M | -26.14% |
Charles Corkery PUREfi Wealth, LLC | 1,267 | $205,343 | $144,121.25 | -$61,221.75 | -29.81% |
James Rankin Modern Wealth Management, LLC | 5,747 | $479,531.28 | $725,041.52 | $245,510.24 | 51.2% |
Benj Foor Frazier Financial Advisors, LLC | 467 | $28,190 | $55,899.9 | $27,709.9 | 98.3% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,138 | $27,077.16 | $129,447.5 | $102,370.34 | 378.07% |
Jeffrey McGrath Cetera Trust Company, N.A | 9,050 | $207,733.7 | $1.13M | $919,262.8 | 442.52% |
Taylor Wagner Valued Wealth Advisors LLC | 140 | $9,676.12 | $15,925 | $6,248.88 | 64.58% |
Curtis Burkholder Bare Financial Services, Inc | 134 | $15,272.03 | $15,242.5 | -$29.53 | -0.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 540 | $85,891.61 | $67,246.2 | -$18,645.41 | -21.71% |
Joshua Stipcich Tidemark, LLC | 426 | $12,541.31 | $50,992.2 | $38,450.89 | 306.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 82 | $4,690.04 | $10,211.46 | $5,521.42 | 117.73% |
Craig Silberg EVERPAR ADVISORS LLC | 2,285 | $370,330 | $259,918.75 | -$110,411.25 | -29.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 63 | $5,381.24 | $7,948.08 | $2,566.84 | 47.7% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,573 | $254,936 | $178,928.75 | -$76,007.25 | -29.81% |
Nicholas Holmes Objectivity Squared, LLC | 1,610 | $260,933 | $195,309.1 | -$65,623.9 | -25.15% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 125 | $20,259 | $14,218.75 | -$6,040.25 | -29.82% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,866 | $211,046.89 | $439,757.5 | $228,710.61 | 108.37% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 82,000 | $13.29M | $10.21M | -$3.08M | -23.17% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,440 | $395,451 | $277,550 | -$117,901 | -29.81% |
Alan Gilmore Private Wealth Management Group, LLC | 39 | $6,063.25 | $4,436.25 | -$1,627 | -26.83% |