| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 11,628 | $483,472.34 | $342,793.44 | -$140,678.9 | -29.1% |
Robert Shea NEOS Investment Management LLC | 31,255 | $1.14M | $897,799.87 | -$241,559.63 | -21.2% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 36,430 | $1.33M | $1.07M | -$258,732.82 | -19.41% |
Savoie Capital LLC Savoie Capital LLC | 12,500 | $459,500 | $367,687.5 | -$91,812.5 | -19.98% |
James Rankin Modern Wealth Management, LLC | 8,441 | $324,741.27 | $247,321.3 | -$77,419.97 | -23.84% |
Amir Har-El Savvy Advisors, Inc. | 4,778 | $228,436 | $139,971.51 | -$88,464.49 | -38.73% |
Owen McCabe Tyche Wealth Partners LLC | 6,484 | $290,378.96 | $187,906.32 | -$102,472.64 | -35.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 28 | $830 | $819.7 | -$10.3 | -1.24% |
Darin Sadow Freestone Grove Partners LP | 1,295 | $61,914 | $37,930.55 | -$23,983.45 | -38.74% |
Curtis Burkholder Bare Financial Services, Inc | 1,031 | $48,673.51 | $30,393.88 | -$18,279.63 | -37.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $117.27 | $85.74 | -$31.53 | -26.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,951 | $193,062.1 | $143,380.96 | -$49,681.14 | -25.73% |
Matthew Stead Sachetta, LLC | 174 | $6,968.88 | $5,090.37 | -$1,878.51 | -26.96% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 32 | $1,185 | $943.36 | -$241.64 | -20.39% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 590 | $20,450 | $17,092.3 | -$3,357.7 | -16.42% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 49,744 | $1.96M | $1.47M | -$488,564.44 | -24.99% |
Angela Mari Abich Financial Wealth Management LLC | 340 | $11,784 | $9,773.3 | -$2,010.7 | -17.06% |
| WL Wealthcollab LLC WealthCollab, LLC | 25 | $867 | $731.87 | -$135.13 | -15.59% |
Ian Jameson American Capital Advisory, LLC | 58,512 | $2.03M | $1.71M | -$313,104.9 | -15.45% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 15,928 | $555,946.7 | $469,557.44 | -$86,389.26 | -15.54% |