| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 127,180 | $59.62M | $53.71M | -$5.91M | -9.91% |
James Rankin Modern Wealth Management, LLC | 743 | $372,295.39 | $313,791.19 | -$58,504.2 | -15.71% |
David Vollmer PFS Partners, LLC | 3 | $1,481 | $1,266.99 | -$214.01 | -14.45% |
Benj Foor Frazier Financial Advisors, LLC | 35 | $15,233.71 | $14,781.55 | -$452.16 | -2.97% |
Amir Har-El Savvy Advisors, Inc. | 533 | $211,324 | $224,803.41 | $13,479.41 | 6.38% |
United Advisor Group LLC United Advisor Group, LLC | 1,029 | $500,332.75 | $434,577.57 | -$65,755.18 | -13.14% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 198 | $101,949.36 | $83,510.46 | -$18,438.9 | -18.09% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $21,111 | $17,315.53 | -$3,795.47 | -17.98% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 180 | $71,366 | $75,918.6 | $4,552.6 | 6.38% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,678 | $819,197.16 | $707,730.06 | -$111,467.1 | -13.61% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $7,097.18 | $5,904.78 | -$1,192.4 | -16.8% |
Darin Sadow Freestone Grove Partners LP | 83,524 | $33.36M | $35.23M | $1.87M | 5.6% |
Curtis Burkholder Bare Financial Services, Inc | 7 | $3,453.55 | $2,947.91 | -$505.64 | -14.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 165 | $74,697.12 | $69,486.45 | -$5,210.67 | -6.98% |
Joshua Stipcich Tidemark, LLC | 3 | $1,189 | $1,263.39 | $74.39 | 6.26% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,676 | $764,103.47 | $705,813.88 | -$58,289.59 | -7.63% |
Christy Clarin Portfolio Design Labs, LLC | 2,207 | $1.08M | $929,433.91 | -$152,731.27 | -14.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,388 | $1.22M | $1M | -$221,092.97 | -18.09% |
Craig Silberg EVERPAR ADVISORS LLC | 587 | $311,225.52 | $247,203.31 | -$64,022.21 | -20.57% |
Matthew Stead Sachetta, LLC | 55 | $28,509.3 | $23,390.4 | -$5,118.9 | -17.96% |