| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,088 | $601,265.98 | $300,590.64 | -$300,675.34 | -50.01% |
Craig Silberg EVERPAR ADVISORS LLC | 2,917 | $396,519.74 | $224,667.34 | -$171,852.4 | -43.34% |
Matthew Stead Sachetta, LLC | 263 | $25,924.61 | $20,400.91 | -$5,523.7 | -21.31% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 215 | $18,743.45 | $16,703.35 | -$2,040.1 | -10.88% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,473 | $689,816.94 | $420,654.78 | -$269,162.16 | -39.02% |
Alan Gilmore Private Wealth Management Group, LLC | 50 | $5,108.19 | $3,884.5 | -$1,223.69 | -23.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 34,203 | $4.83M | $2.66M | -$2.17M | -44.93% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,482 | $224,607 | $190,890.62 | -$33,716.38 | -15.01% |
Corey Saft Sivia Capital Partners, LLC | 6,049 | $547,374 | $464,502.71 | -$82,871.29 | -15.14% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 13,226 | $1.51M | $1.03M | -$475,773.79 | -31.58% |
Ian Jameson American Capital Advisory, LLC | 8 | $860.43 | $624.68 | -$235.75 | -27.4% |
Brady Green GGM Financials LLC | 450 | $56,718 | $34,722 | -$21,996 | -38.78% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 16,265 | $1.64M | $1.26M | -$379,596.06 | -23.1% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,426 | $220,466.41 | $110,785.94 | -$109,680.47 | -49.75% |
Michael Dziura Westfuller Advisors, LLC | 75 | $8,244.64 | $5,735.25 | -$2,509.39 | -30.44% |
Beth Steinhaus Breakwater Investment Management | 6 | $686 | $461.88 | -$224.12 | -32.67% |
Bruce Barton Parkworth Wealth Management, Inc. | 9 | $1,102.44 | $695.29 | -$407.15 | -36.93% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 7,047 | $949,858.13 | $543,746.52 | -$406,111.61 | -42.75% |
Carmen McClennon WR Wealth Planners, LLC | 1,039.2 | $171,959.51 | $80,787.25 | -$91,172.26 | -53.02% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 2,191 | $317,277.1 | $169,123.29 | -$148,153.81 | -46.7% |