| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 1,557 | $241,931.69 | $201,818.34 | -$40,113.35 | -16.58% |
Cody Gehman Stonebridge Financial Group, LLC | 23,587 | $5.16M | $3.06M | -$2.1M | -40.72% |
Wayne Atkins VCI Wealth Management LLC | 13,885 | $2.24M | $1.87M | -$370,780.38 | -16.57% |
Curtis Burkholder Bare Financial Services, Inc | 175 | $27,887.68 | $23,527.87 | -$4,359.81 | -15.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,915 | $3.02M | $1.66M | -$1.36M | -45.13% |
Joshua Stipcich Tidemark, LLC | 486 | $67,332.43 | $64,827.54 | -$2,504.89 | -3.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 18,371 | $2.95M | $2.38M | -$567,242.51 | -19.24% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 2,248 | $237,007 | $302,490.88 | $65,483.88 | 27.63% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 4,495 | $655,431 | $604,330.27 | -$51,100.73 | -7.8% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 21,053 | $2.3M | $2.73M | $431,717.33 | 18.76% |
Wynn Capital LLC Wynn Capital, LLC | 17,658 | $1.87M | $2.37M | $500,977.22 | 26.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 146 | $30,041.47 | $19,486.62 | -$10,554.85 | -35.13% |
RENEE BRUNNER Elite Life Management LLC | 2,137 | $439,015.18 | $285,161.28 | -$153,853.9 | -35.05% |
Christy Clarin Portfolio Design Labs, LLC | 14,192 | $2.05M | $1.85M | -$199,941.98 | -9.77% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 3,493 | $483,536.99 | $467,817.49 | -$15,719.5 | -3.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 27,417 | $4.94M | $3.69M | -$1.26M | -25.4% |
Craig Silberg EVERPAR ADVISORS LLC | 13,088 | $1.57M | $1.7M | $126,851.1 | 8.08% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,835 | $563,579.28 | $636,842.02 | $73,262.74 | 13% |
Matthew Stead Sachetta, LLC | 883 | $150,578.63 | $118,419.13 | -$32,159.5 | -21.36% |
Christian J. Cyr Cyr Financial Inc. | 7,151 | $1.27M | $954,229.44 | -$311,717.22 | -24.62% |