| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 5,593 | $81,505.64 | $72,289.52 | -$9,216.12 | -11.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,669 | $78,912.35 | $60,790.38 | -$18,121.97 | -22.96% |
Matthew Stead Sachetta, LLC | 164 | $2,337.13 | $2,130.05 | -$207.08 | -8.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 185 | $2,785 | $2,408.7 | -$376.3 | -13.51% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 22,789 | $342,969.15 | $286,913.51 | -$56,055.64 | -16.34% |
Christian Scharosch 1248 Management, LLC | 26,175 | $350,431.4 | $339,489.75 | -$10,941.65 | -3.12% |
Alan Gilmore Private Wealth Management Group, LLC | 1,186 | $22,368.03 | $15,441.72 | -$6,926.31 | -30.97% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 151,933 | $1.92M | $1.98M | $57,005.95 | 2.97% |
Kyle Jones Pineridge Advisors LLC | 5 | $117 | $62.72 | -$54.28 | -46.39% |
Douglas E. Morisoli Fairman Group, LLC | 2,228 | $30,613 | $28,239.9 | -$2,373.1 | -7.75% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,155 | $16,813.81 | $14,991.9 | -$1,821.91 | -10.84% |
Ian Jameson American Capital Advisory, LLC | 3,033 | $42,299.38 | $39,338.01 | -$2,961.37 | -7% |
Janice M. Powell Diversify Advisory Services, LLC | 40,946 | $710,413.1 | $529,841.24 | -$180,571.86 | -25.42% |
Kevyn Hill Hilltop National Bank | 100 | $1,095 | $1,247.5 | $152.5 | 13.93% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 105,427 | $1.74M | $1.37M | -$364,207.17 | -20.97% |
Josephine Lee New Insight Wealth Advisors | 230,225 | $3.66M | $3M | -$658,405.87 | -18.01% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 432,450 | $4.74M | $5.48M | $742,625.42 | 15.67% |
| HAS Hayley A. Snell LRI Investments, LLC | 62 | $1,007.35 | $807.24 | -$200.11 | -19.86% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 410 | $4,614.51 | $5,346.4 | $731.89 | 15.86% |
Michael Dziura Westfuller Advisors, LLC | 550 | $8,074 | $6,844.75 | -$1,229.25 | -15.22% |