| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 1,889 | $279,537.84 | $206,165.46 | -$73,372.38 | -26.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 38 | $5,252.55 | $4,133.64 | -$1,118.91 | -21.3% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 88 | $13,686 | $9,572.64 | -$4,113.36 | -30.06% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $432.96 | $435.12 | $2.16 | 0.5% |
Darin Sadow Freestone Grove Partners LP | 7,208 | $1.36M | $784,086.24 | -$577,937.47 | -42.43% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,712 | $410,800.49 | $403,791.36 | -$7,009.13 | -1.71% |
Keisuke Ichihara Rakuten Securities, Inc. | 159 | $25,784.84 | $17,341.33 | -$8,443.51 | -32.75% |
Joshua Stipcich Tidemark, LLC | 228 | $24,678.89 | $24,866.82 | $187.93 | 0.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 20 | $3,608 | $2,181.3 | -$1,426.7 | -39.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 455 | $70,789.47 | $49,540.4 | -$21,249.07 | -30.02% |
Matthew Stead Sachetta, LLC | 18 | $2,656.67 | $1,947.78 | -$708.89 | -26.68% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,688 | $312,330.02 | $183,856.96 | -$128,473.06 | -41.13% |
Christian Scharosch 1248 Management, LLC | 1,250 | $175,727.12 | $136,331.25 | -$39,395.87 | -22.42% |
Kelly Richert Clayton Financial Group LLC | 8 | $1,444 | $871.36 | -$572.64 | -39.66% |
Amber Baker NDVR, Inc. | 1,913 | $304,853.52 | $208,363.96 | -$96,489.56 | -31.65% |
Alan Gilmore Private Wealth Management Group, LLC | 169 | $18,293 | $18,400.72 | $107.72 | 0.59% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 20,462 | $2.34M | $2.24M | -$98,229.57 | -4.2% |
Angela Mari Abich Financial Wealth Management LLC | 1,314 | $247,604.92 | $143,120.88 | -$104,484.04 | -42.2% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,736 | $955,596.37 | $733,685.12 | -$221,911.25 | -23.22% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 18 | $3,247 | $1,959.84 | -$1,287.16 | -39.64% |