| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 385 | $371,525 | $251,256.77 | -$120,268.23 | -32.37% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 396 | $382,140 | $258,382.08 | -$123,757.92 | -32.39% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 361 | $348,365 | $235,592.21 | -$112,772.79 | -32.37% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $13,997.64 | $15,197.82 | $1,200.18 | 8.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,367 | $1.99M | $2.15M | $160,978.63 | 8.09% |
Sam Tedawes Quantessence Capital LLC | 872 | $341,614.81 | $588,983.68 | $247,368.87 | 72.41% |
Joshua Stipcich Tidemark, LLC | 38 | $3,550.76 | $25,821.38 | $22,270.62 | 627.21% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 246 | $237,390 | $160,374.78 | -$77,015.22 | -32.44% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 300 | $289,500 | $195,291 | -$94,209 | -32.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,814 | $327,055.95 | $1.29M | $967,305.57 | 295.76% |
Craig Silberg EVERPAR ADVISORS LLC | 1,025 | $358,799.4 | $667,982.25 | $309,182.85 | 86.17% |
Matthew Stead Sachetta, LLC | 50 | $8,532.41 | $33,667 | $25,134.59 | 294.58% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 268 | $258,620 | $185,137.08 | -$73,482.92 | -28.41% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 115 | $51,359 | $79,443.15 | $28,084.15 | 54.68% |
Neil Greenspan Fielder Capital Group LLC | 1,185 | $284,493.07 | $772,252.65 | $487,759.58 | 171.45% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 907 | $870,999.54 | $591,028.5 | -$279,971.04 | -32.14% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 600 | $235,501.09 | $387,108 | $151,606.91 | 64.38% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 234 | $225,693.04 | $153,340.2 | -$72,352.84 | -32.06% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 110 | $35,514.66 | $71,732.1 | $36,217.44 | 101.98% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 897 | $865,605 | $583,507.47 | -$282,097.53 | -32.59% |