| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 2,812 | $805,037.48 | $262,303.36 | -$542,734.12 | -67.42% |
James Rankin Modern Wealth Management, LLC | 8,403 | $1.46M | $781,815.13 | -$680,540.55 | -46.54% |
Benj Foor Frazier Financial Advisors, LLC | 45 | $13,634 | $4,501.35 | -$9,132.65 | -66.98% |
Amir Har-El Savvy Advisors, Inc. | 3,977 | $1.11M | $370,974.56 | -$735,355.49 | -66.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6 | $623.04 | $559.68 | -$63.36 | -10.17% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,868 | $357,888 | $267,527.04 | -$90,360.96 | -25.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 27 | $3,369.69 | $2,518.56 | -$851.13 | -25.26% |
Jon Deven Mouton CAP Partners, LLC | 14,694 | $3.4M | $1.37M | -$2.03M | -59.64% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $338 | $186.56 | -$151.44 | -44.8% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 21,855 | $4.04M | $2.04M | -$2M | -49.58% |
Darin Sadow Freestone Grove Partners LP | 3,069 | $318,684.96 | $285,539.76 | -$33,145.2 | -10.4% |
Keisuke Ichihara Rakuten Securities, Inc. | 27,929 | $5.05M | $2.65M | -$2.4M | -47.54% |
Joshua Stipcich Tidemark, LLC | 9 | $2,606.59 | $900.27 | -$1,706.32 | -65.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,721 | $413,481.7 | $163,202.43 | -$250,279.27 | -60.53% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 3,945 | $832,799.47 | $367,989.6 | -$464,809.87 | -55.81% |
Matthew Stead Sachetta, LLC | 88 | $10,627.82 | $8,208.64 | -$2,419.18 | -22.76% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 104 | $12,875.2 | $9,676.16 | -$3,199.04 | -24.85% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 7,959 | $2.49M | $742,415.52 | -$1.75M | -70.15% |
Alan Gilmore Private Wealth Management Group, LLC | 140 | $29,764.9 | $13,059.2 | -$16,705.7 | -56.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,675 | $5.23M | $1.91M | -$3.32M | -63.49% |