| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 2,630 | $545,916 | $479,133.37 | -$66,782.63 | -12.23% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 434 | $85,276.92 | $79,066.12 | -$6,210.8 | -7.28% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 343 | $59,493 | $62,487.74 | $2,994.74 | 5.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,998 | $1.02M | $910,535.59 | -$105,091.71 | -10.35% |
Taylor Wagner Valued Wealth Advisors LLC | 24 | $5,127.12 | $4,372.32 | -$754.8 | -14.72% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,304 | $276,982.64 | $237,562.71 | -$39,419.93 | -14.23% |
Joel Arber L1 Capital International Pty Ltd | 352,836 | $66.57M | $64.28M | -$2.29M | -3.44% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $10,225.42 | $9,837.72 | -$387.7 | -3.79% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,758 | $338,312.96 | $320,272.42 | -$18,040.54 | -5.33% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $1,900.76 | $1,639.62 | -$261.14 | -13.74% |
Joshua Stipcich Tidemark, LLC | 2 | $347 | $364.36 | $17.36 | 5% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,293 | $1.05M | $964,278.69 | -$82,125.14 | -7.85% |
Rob Dainard Hara Capital LLC | 453 | $101,060 | $82,527.54 | -$18,532.46 | -18.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 32 | $5,586.69 | $5,829.76 | $243.07 | 4.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,641 | $1.78M | $1.57M | -$208,643.97 | -11.7% |
Craig Silberg EVERPAR ADVISORS LLC | 1,343 | $269,376.37 | $244,667.73 | -$24,708.64 | -9.17% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,734 | $522,820.33 | $498,080.09 | -$24,740.24 | -4.73% |
Matthew Stead Sachetta, LLC | 473 | $96,215.37 | $86,171.14 | -$10,044.23 | -10.44% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 279 | $48,393 | $50,828.22 | $2,435.22 | 5.03% |
Neil Greenspan Fielder Capital Group LLC | 2,105 | $439,907.18 | $383,488.88 | -$56,418.3 | -12.83% |