| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 29 | $8,098.69 | $6,974.5 | -$1,124.19 | -13.88% |
Keisuke Ichihara Rakuten Securities, Inc. | 76 | $22,544.42 | $18,885.24 | -$3,659.18 | -16.23% |
Joshua Stipcich Tidemark, LLC | 13 | $4,575 | $3,115.32 | -$1,459.68 | -31.91% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,175 | $486,741.32 | $529,830 | $43,088.68 | 8.85% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,248 | $280,666.52 | $299,582.4 | $18,915.88 | 6.74% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 15 | $4,849.6 | $3,596.55 | -$1,253.05 | -25.84% |
Christy Clarin Portfolio Design Labs, LLC | 1,709 | $546,919.04 | $415,953.51 | -$130,965.53 | -23.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,946 | $512,498.04 | $462,175 | -$50,323.04 | -9.82% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,126 | $265,146.11 | $275,301.37 | $10,155.26 | 3.83% |
Matthew Stead Sachetta, LLC | 58 | $16,747.31 | $13,933.75 | -$2,813.56 | -16.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 112 | $38,220.79 | $26,936 | -$11,284.79 | -29.53% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,899 | $3.75M | $3.15M | -$598,712.48 | -15.98% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,023 | $261,584.69 | $250,849.83 | -$10,734.86 | -4.1% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 82 | $19,611.2 | $20,008 | $396.8 | 2.02% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,330 | $392,632.46 | $324,240.7 | -$68,391.76 | -17.42% |
Chris Chatto Encompass More Asset Management | 1,228 | $276,900.58 | $299,582.88 | $22,682.3 | 8.19% |
Alan Gilmore Private Wealth Management Group, LLC | 66 | $13,906.1 | $15,873 | $1,966.9 | 14.14% |
David P. Cushing nVerses Capital, LLC | 997 | $289,718 | $242,963.91 | -$46,754.09 | -16.14% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 34,792 | $7.62M | $8.37M | $748,554.74 | 9.82% |
Anne Wright Lummis Asset Management, LP | 100 | $34,515 | $24,345.9 | -$10,169.1 | -29.46% |