| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 484 | $628,676.83 | $537,128.69 | -$91,548.14 | -14.56% |
Matthew Stead Sachetta, LLC | 23 | $30,615.69 | $25,901.91 | -$4,713.78 | -15.4% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 48 | $56,151.13 | $54,443.52 | -$1,707.61 | -3.04% |
Neil Greenspan Fielder Capital Group LLC | 241 | $260,328.92 | $275,178.62 | $14,849.7 | 5.7% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 19 | $25,177.24 | $21,667.6 | -$3,509.64 | -13.94% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 478 | $630,013.64 | $544,599.74 | -$85,413.9 | -13.56% |
Margaret Nickens Elm3 Financial Group, LLC | 421 | $533,633.61 | $483,950.02 | -$49,683.59 | -9.31% |
Kelly Richert Clayton Financial Group LLC | 3 | $3,248 | $3,442.11 | $194.11 | 5.98% |
Christopher Griffith Stablepoint Partners, LLC | 425 | $434,842.59 | $486,986.25 | $52,143.66 | 11.99% |
Alan Gilmore Private Wealth Management Group, LLC | 5 | $6,229 | $5,671.2 | -$557.8 | -8.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,667 | $9.56M | $9.83M | $274,502.9 | 2.87% |
Angela Mari Abich Financial Wealth Management LLC | 1 | $1,318 | $1,141.55 | -$176.45 | -13.39% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1 | $1,329 | $1,134.24 | -$194.76 | -14.65% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 179 | $230,115 | $203,986.61 | -$26,128.39 | -11.35% |
Ashley Meredith Abel Hall, LLC | 216 | $287,721 | $242,863.92 | -$44,857.08 | -15.59% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 351 | $484,793.22 | $402,549.61 | -$82,243.61 | -16.96% |
Ian Jameson American Capital Advisory, LLC | 3 | $3,994.67 | $3,390.52 | -$604.15 | -15.12% |
Mark Weiskind Fairway Wealth LLC | 820 | $1.05M | $940,429.3 | -$113,275.14 | -10.75% |
Ryan Visniski Bryce Point Capital, LLC | 481 | $731,427.44 | $553,077.85 | -$178,349.59 | -24.38% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 436 | $579,120.74 | $494,528.64 | -$84,592.1 | -14.61% |