| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 494 | $239,046 | $167,169.6 | -$71,876.4 | -30.07% |
Amir Har-El Savvy Advisors, Inc. | 1,466 | $542,358.93 | $492,766.58 | -$49,592.35 | -9.14% |
Ann Keitner Quantum Portfolio Management LLC | 2,865 | $525,387.88 | $955,678.05 | $430,290.17 | 81.9% |
David W. Lewis Lewis Asset Management, LLC | 1,000 | $296,460 | $335,470 | $39,010 | 13.16% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 430 | $207,847 | $144,260.7 | -$63,586.3 | -30.59% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 521 | $251,958 | $175,024.74 | -$76,933.26 | -30.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 24 | $2,604.4 | $8,112 | $5,507.6 | 211.47% |
Jonathon Gold Gold Investment Management Ltd. | 1,103 | $119,697.29 | $369,317.49 | $249,620.2 | 208.54% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 867 | $256,940 | $290,340.96 | $33,400.96 | 13% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,299 | $428,199.36 | $445,829.78 | $17,630.42 | 4.12% |
Taylor Wagner Valued Wealth Advisors LLC | 21 | $6,392.32 | $6,825 | $432.68 | 6.77% |
Darin Sadow Freestone Grove Partners LP | 36,487 | $17.65M | $12.33M | -$5.33M | -30.17% |
Curtis Burkholder Bare Financial Services, Inc | 60 | $11,673.85 | $20,592.6 | $8,918.75 | 76.4% |
Keisuke Ichihara Rakuten Securities, Inc. | 873 | $272,895.41 | $283,725 | $10,829.59 | 3.97% |
Joshua Stipcich Tidemark, LLC | 32 | $3,848.94 | $10,841.92 | $6,992.98 | 181.69% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 614 | $297,183 | $205,352.3 | -$91,830.7 | -30.9% |
Christy Clarin Portfolio Design Labs, LLC | 715 | $211,968.94 | $239,342.67 | $27,373.73 | 12.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,831 | $370,787.76 | $1.02M | $646,786.88 | 174.44% |
Craig Silberg EVERPAR ADVISORS LLC | 1,318 | $255,112.15 | $442,670.07 | $187,557.92 | 73.52% |
Matthew Stead Sachetta, LLC | 15,304 | $7.4M | $5.18M | -$2.22M | -29.97% |