| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 528 | $238,670.78 | $118,266.72 | -$120,404.06 | -50.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,626.5 | $2.41M | $1.26M | -$1.14M | -47.51% |
Taylor Wagner Valued Wealth Advisors LLC | 189.5 | $76,753.65 | $42,552.93 | -$34,200.72 | -44.56% |
Steven JE Manders BKM Wealth Management, LLC | 875 | $348,589.75 | $196,070 | -$152,519.75 | -43.75% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,052 | $1.21M | $685,337.89 | -$527,194.27 | -43.48% |
Mark Fonville Fonville Wealth Management LLC | 508 | $229,682.04 | $114,073.28 | -$115,608.76 | -50.33% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 449 | $202,864.04 | $100,824.61 | -$102,039.43 | -50.3% |
| MG Melissa Glennie Capital Management Associates, Inc | 523 | $236,493.8 | $117,441.59 | -$119,052.21 | -50.34% |
Anthony Blagrove Traveka Wealth, LLC | 667 | $266,892.2 | $149,777.32 | -$117,114.88 | -43.88% |
Curtis Burkholder Bare Financial Services, Inc | 30.5 | $13,361.43 | $6,827.12 | -$6,534.31 | -48.9% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,798 | $711,434.57 | $403,747.55 | -$307,687.02 | -43.25% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $4,258.08 | $2,238.4 | -$2,019.68 | -47.43% |
Joshua Stipcich Tidemark, LLC | 41 | $18,621.01 | $9,177.44 | -$9,443.57 | -50.71% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,042 | $1.23M | $680,921.28 | -$548,855.75 | -44.63% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 486 | $219,701.16 | $108,786.24 | -$110,914.92 | -50.48% |
Rob Dainard Hara Capital LLC | 526.5 | $208,128.61 | $117,851.76 | -$90,276.85 | -43.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 76.5 | $34,581.99 | $17,123.76 | -$17,458.23 | -50.48% |
Christy Clarin Portfolio Design Labs, LLC | 2,085 | $863,140.25 | $466,706.4 | -$396,433.85 | -45.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,575.5 | $2.27M | $1.25M | -$1.03M | -45.2% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,549.5 | $1.01M | $570,680.08 | -$439,919.91 | -43.53% |