| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 7,481 | $1.21M | $916,796.55 | -$288,348.46 | -23.93% |
Ann Keitner Quantum Portfolio Management LLC | 602 | $61,988 | $74,383.12 | $12,395.12 | 20% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $2,071 | $2,106.13 | $35.13 | 1.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 57 | $7,208.89 | $7,001.31 | -$207.58 | -2.88% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $432.96 | $499.48 | $66.52 | 15.36% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,450 | $382,442.07 | $427,161.75 | $44,719.68 | 11.69% |
Curtis Burkholder Bare Financial Services, Inc | 49 | $5,045 | $6,076 | $1,031 | 20.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 551 | $66,148.74 | $68,803.37 | $2,654.63 | 4.01% |
Joshua Stipcich Tidemark, LLC | 228 | $24,678.89 | $28,039.44 | $3,360.55 | 13.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 455 | $70,789.47 | $54,868.45 | -$15,921.02 | -22.49% |
Matthew Stead Sachetta, LLC | 13 | $1,926.67 | $1,600.17 | -$326.5 | -16.95% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,968 | $341,609.47 | $244,179.6 | -$97,429.87 | -28.52% |
Amber Baker NDVR, Inc. | 1,913 | $304,853.52 | $237,212 | -$67,641.52 | -22.19% |
Alan Gilmore Private Wealth Management Group, LLC | 188 | $20,249.49 | $23,312 | $3,062.51 | 15.12% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 22,760 | $2.58M | $2.82M | $244,139.25 | 9.47% |
Angela Mari Abich Financial Wealth Management LLC | 1,314 | $247,604.92 | $162,975.42 | -$84,629.5 | -34.18% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,736 | $955,596.37 | $833,108.48 | -$122,487.89 | -12.82% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 18 | $3,247 | $2,227.68 | -$1,019.32 | -31.39% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,329 | $425,109.06 | $411,331.24 | -$13,777.82 | -3.24% |
Ashley Meredith Abel Hall, LLC | 2,393 | $246,444 | $294,530.44 | $48,086.44 | 19.51% |