| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 280 | $33,614 | $29,286.6 | -$4,327.4 | -12.87% |
PETER KRUSSEL Southland Equity Partners LLC | 7,379 | $1.02M | $771,363.76 | -$247,328.85 | -24.28% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,548 | $335,140.03 | $267,552.74 | -$67,587.29 | -20.17% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,619 | $578,163.24 | $584,769.33 | $6,606.09 | 1.14% |
Taylor Wagner Valued Wealth Advisors LLC | 28 | $3,002.88 | $2,955.96 | -$46.92 | -1.56% |
| MG Melissa Glennie Capital Management Associates, Inc | 8,233 | $877,091.49 | $868,416.84 | -$8,674.65 | -0.99% |
Curtis Burkholder Bare Financial Services, Inc | 103 | $10,995.98 | $10,719.21 | -$276.77 | -2.52% |
Keisuke Ichihara Rakuten Securities, Inc. | 90 | $10,007.57 | $9,501.3 | -$506.27 | -5.06% |
Joshua Stipcich Tidemark, LLC | 123 | $15,533.39 | $12,761.86 | -$2,771.53 | -17.84% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,887 | $379,289.29 | $302,499.86 | -$76,789.43 | -20.25% |
Jaran Day OPINICUS CAPITAL, INC. | 2,872 | $315,259 | $297,343.62 | -$17,915.38 | -5.68% |
Wynn Capital LLC Wynn Capital, LLC | 2,454 | $298,185.97 | $255,387.78 | -$42,798.19 | -14.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,722 | $610,278.32 | $469,414.02 | -$140,864.3 | -23.08% |
Matthew Stead Sachetta, LLC | 66 | $6,789.71 | $6,823.48 | $33.77 | 0.5% |
Ellwood Derricks Partnership Wealth Management, LLC | 2,500 | $302,425 | $257,950 | -$44,475 | -14.71% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 115 | $11,094.58 | $11,968.05 | $873.47 | 7.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,175 | $682,479.89 | $647,819.25 | -$34,660.64 | -5.08% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 3,501 | $452,756.45 | $368,847.85 | -$83,908.6 | -18.53% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 30 | $4,267 | $3,140.25 | -$1,126.75 | -26.41% |
Amy Taylor Pingora Partners LLC | 2,500 | $274,425 | $263,175 | -$11,250 | -4.1% |