| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 6,467 | $655,786.36 | $282,995.92 | -$372,790.44 | -56.85% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 241 | $16,480.89 | $10,546.16 | -$5,934.73 | -36.01% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,438 | $264,693.66 | $106,686.88 | -$158,006.78 | -59.69% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 374 | $19,730 | $16,366.24 | -$3,363.76 | -17.05% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 14,250 | $931,673.24 | $623,580 | -$308,093.24 | -33.07% |
Taylor Wagner Valued Wealth Advisors LLC | 15 | $961.16 | $656.4 | -$304.76 | -31.71% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 26,446 | $1.91M | $1.16M | -$747,815.36 | -39.25% |
Kent Keister Bear Mountain Capital, Inc. | 28 | $3,039.96 | $1,225.28 | -$1,814.68 | -59.69% |
Curtis Burkholder Bare Financial Services, Inc | 165 | $9,087.13 | $7,220.4 | -$1,866.73 | -20.54% |
Keisuke Ichihara Rakuten Securities, Inc. | 10,635 | $805,528.74 | $465,387.6 | -$340,141.14 | -42.23% |
Joshua Stipcich Tidemark, LLC | 115 | $9,754.05 | $5,032.4 | -$4,721.65 | -48.41% |
Rob Dainard Hara Capital LLC | 700 | $49,728.33 | $30,632 | -$19,096.33 | -38.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 207 | $10,934 | $9,058.32 | -$1,875.68 | -17.15% |
Christy Clarin Portfolio Design Labs, LLC | 18,054 | $1.25M | $790,043.04 | -$464,589.3 | -37.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,446 | $915,818.11 | $500,876.96 | -$414,941.15 | -45.31% |
Craig Silberg EVERPAR ADVISORS LLC | 5,340 | $219,207 | $233,678.4 | $14,471.4 | 6.6% |
Matthew Stead Sachetta, LLC | 356 | $36,360.69 | $15,578.56 | -$20,782.13 | -57.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 189 | $9,984 | $8,270.64 | -$1,713.36 | -17.16% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 75 | $3,962 | $3,282 | -$680 | -17.16% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,621 | $452,150.31 | $289,734.96 | -$162,415.35 | -35.92% |