| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keisuke Ichihara Rakuten Securities, Inc. | 5,064 | $186,102 | $196,584.48 | $10,482.48 | 5.63% |
Joshua Stipcich Tidemark, LLC | 808 | $39,692.18 | $31,875.6 | -$7,816.58 | -19.69% |
Wynn Capital LLC Wynn Capital, LLC | 9,550 | $820,363.04 | $374,646.5 | -$445,716.54 | -54.33% |
Rob Dainard Hara Capital LLC | 67,960 | $3.23M | $2.66M | -$566,075.7 | -17.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 57 | $2,733 | $2,250.07 | -$482.93 | -17.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,470 | $1.03M | $528,293.4 | -$502,936.37 | -48.77% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 526 | $20,786.34 | $20,629.72 | -$156.62 | -0.75% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,878 | $1.39M | $769,676.16 | -$621,998.4 | -44.69% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 275 | $23,665.62 | $10,689.25 | -$12,976.37 | -54.83% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 39,641 | $2.59M | $1.54M | -$1.04M | -40.4% |
Amy Taylor Pingora Partners LLC | 2,200 | $107,199.99 | $86,108 | -$21,091.99 | -19.68% |
Christopher Griffith Stablepoint Partners, LLC | 25,914 | $1.89M | $1.01M | -$880,607.93 | -46.49% |
Jonathan Chatfield LM Advisors LLC | 4,655 | $223,000 | $182,033.77 | -$40,966.23 | -18.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 358,915 | $33.33M | $14.08M | -$19.26M | -57.77% |
| FTM F. Thomas Mosley Mosley Wealth Management | 39 | $1,433.25 | $1,511.64 | $78.39 | 5.47% |
Ryan M Palmer Optimist Retirement Group LLC | 52,040 | $1.92M | $2.04M | $123,959.14 | 6.46% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,526 | $483,033.93 | $176,921.34 | -$306,112.59 | -63.37% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 4,272 | $204,800 | $169,000.32 | -$35,799.68 | -17.48% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,942 | $326,122.9 | $191,428.37 | -$134,694.53 | -41.3% |
Corey Saft Sivia Capital Partners, LLC | 5,910 | $490,783.56 | $229,573.95 | -$261,209.61 | -53.22% |