| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 356 | $46,038.5 | $56,618.24 | $10,579.74 | 22.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,993 | $1.92M | $1.27M | -$652,992.26 | -33.94% |
James Rankin Modern Wealth Management, LLC | 5,123 | $1.37M | $814,761.88 | -$554,087.73 | -40.48% |
Benj Foor Frazier Financial Advisors, LLC | 140 | $26,497.97 | $22,265.6 | -$4,232.37 | -15.97% |
Amir Har-El Savvy Advisors, Inc. | 1,266 | $315,699.43 | $201,344.63 | -$114,354.8 | -36.22% |
Ann Keitner Quantum Portfolio Management LLC | 2,026 | $557,224.61 | $322,215.03 | -$235,009.58 | -42.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 138 | $33,977.05 | $21,947.52 | -$12,029.53 | -35.4% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,520 | $391,774.75 | $400,780.78 | $9,006.03 | 2.3% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 416 | $71,223 | $66,160.64 | -$5,062.36 | -7.11% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $2,341 | $1,908.48 | -$432.52 | -18.48% |
Steven JE Manders BKM Wealth Management, LLC | 3,978 | $727,406.59 | $632,661.09 | -$94,745.5 | -13.03% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,622 | $428,521.43 | $417,002.86 | -$11,518.57 | -2.69% |
Anthony Blagrove Traveka Wealth, LLC | 1,573 | $296,741.51 | $250,169.91 | -$46,571.6 | -15.69% |
Curtis Burkholder Bare Financial Services, Inc | 86 | $15,300.02 | $13,677.44 | -$1,622.58 | -10.61% |
Keisuke Ichihara Rakuten Securities, Inc. | 186 | $45,180.99 | $29,581.44 | -$15,599.55 | -34.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,553 | $2.06M | $1.36M | -$701,961.47 | -34.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 35 | $5,993 | $5,566.4 | -$426.6 | -7.12% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,515 | $233,477 | $240,945.59 | $7,468.59 | 3.2% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,173 | $2.49M | $2.1M | -$395,635.99 | -15.88% |
Christopher Griffith Stablepoint Partners, LLC | 7,847 | $1.3M | $1.25M | -$49,665.21 | -3.83% |