| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 10,986 | $718,380.73 | $548,530.98 | -$169,849.75 | -23.64% |
David Vollmer PFS Partners, LLC | 292 | $17,826.05 | $14,579.56 | -$3,246.49 | -18.21% |
Benj Foor Frazier Financial Advisors, LLC | 12 | $634 | $599.16 | -$34.84 | -5.5% |
United Advisor Group LLC United Advisor Group, LLC | 9,530 | $620,896.64 | $475,832.9 | -$145,063.74 | -23.36% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 62 | $3,271 | $3,083.88 | -$187.12 | -5.72% |
Kent Keister Bear Mountain Capital, Inc. | 643 | $46,874.28 | $31,982.82 | -$14,891.46 | -31.77% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,293 | $385,534.08 | $266,793.66 | -$118,740.42 | -30.8% |
Joshua Stipcich Tidemark, LLC | 1,896 | $127,903.94 | $94,344.96 | -$33,558.98 | -26.24% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 21,653 | $1.34M | $1.08M | -$263,857.47 | -19.67% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 13,200 | $945,174 | $656,832 | -$288,342 | -30.51% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 314 | $16,567 | $15,624.64 | -$942.36 | -5.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,910 | $748,783.24 | $541,463.3 | -$207,319.94 | -27.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2 | $106 | $99.33 | -$6.67 | -6.29% |
Neil Greenspan Fielder Capital Group LLC | 111,292 | $7.03M | $5.53M | -$1.5M | -21.38% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 160 | $10,108 | $7,946.4 | -$2,161.6 | -21.39% |
Kelly Richert Clayton Financial Group LLC | 80 | $6,071.87 | $3,973.2 | -$2,098.67 | -34.56% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 11,820 | $821,970.72 | $587,040.3 | -$234,930.42 | -28.58% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 29,439 | $1.97M | $1.46M | -$502,871.76 | -25.57% |
Angela Mari Abich Financial Wealth Management LLC | 722 | $38,439.43 | $35,861.74 | -$2,577.69 | -6.71% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 22,700 | $1.51M | $1.13M | -$387,620.47 | -25.6% |