| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 40 | $1,430.97 | $1,362.2 | -$68.77 | -4.81% |
Darin Sadow Freestone Grove Partners LP | 941,069 | $48.08M | $32.33M | -$15.74M | -32.75% |
Curtis Burkholder Bare Financial Services, Inc | 17 | $648 | $579.44 | -$68.56 | -10.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,320 | $212,466.52 | $137,808 | -$74,658.52 | -35.14% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,286 | $263,442.42 | $250,201.24 | -$13,241.18 | -5.03% |
Matthew Stead Sachetta, LLC | 35 | $1,249.87 | $1,197.17 | -$52.7 | -4.22% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 87 | $3,106.2 | $2,965.39 | -$140.81 | -4.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,123 | $280,522.45 | $240,472.48 | -$40,049.97 | -14.28% |
Alan Gilmore Private Wealth Management Group, LLC | 110 | $4,992.66 | $3,749.35 | -$1,243.31 | -24.9% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 81,787 | $3.09M | $2.79M | -$302,009.4 | -9.77% |
Anne Wright Lummis Asset Management, LP | 1,000 | $47,550 | $34,430 | -$13,120 | -27.59% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 20,437 | $747,874.66 | $704,259.02 | -$43,615.64 | -5.83% |
Douglas E. Morisoli Fairman Group, LLC | 333 | $12,177.69 | $11,381.94 | -$795.75 | -6.53% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,500 | $58,530 | $51,502.5 | -$7,027.5 | -12.01% |
Ian Jameson American Capital Advisory, LLC | 8,298 | $312,721.93 | $285,949.08 | -$26,772.85 | -8.56% |
Joel W. Lake Capstone Wealth Management, LLC | 5,501 | $209,588 | $188,959.35 | -$20,628.65 | -9.84% |
Kevyn Hill Hilltop National Bank | 2,060 | $77,860.51 | $69,772.2 | -$8,088.31 | -10.39% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 28,213 | $1.22M | $961,640.1 | -$259,410.42 | -21.24% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 8,822 | $441,216.95 | $300,256.77 | -$140,960.18 | -31.95% |
| HAS Hayley A. Snell LRI Investments, LLC | 7,677 | $349,949.07 | $261,670.54 | -$88,278.53 | -25.23% |