| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 3,800 | $202,160 | $201,547.06 | -$612.94 | -0.3% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 151 | $9,850 | $8,002.24 | -$1,847.76 | -18.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,652 | $238,220 | $193,537.74 | -$44,682.26 | -18.76% |
Darin Sadow Freestone Grove Partners LP | 20,114 | $1.31M | $1.07M | -$246,094.57 | -18.76% |
Wayne Atkins VCI Wealth Management LLC | 11,273 | $883,239.62 | $597,412.63 | -$285,826.99 | -32.36% |
Kent Keister Bear Mountain Capital, Inc. | 157 | $8,492.62 | $8,320.21 | -$172.41 | -2.03% |
Curtis Burkholder Bare Financial Services, Inc | 15 | $1,224.78 | $795.03 | -$429.75 | -35.09% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $3,031.63 | $2,650.1 | -$381.53 | -12.58% |
Joshua Stipcich Tidemark, LLC | 8 | $522 | $424.02 | -$97.98 | -18.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,245 | $468,175.17 | $331,729.4 | -$136,445.77 | -29.14% |
Matthew Stead Sachetta, LLC | 162 | $11,245.22 | $8,355.96 | -$2,889.26 | -25.69% |
Jody White Farrow Financial Inc. | 38,481 | $2.07M | $2.04M | -$34,570.61 | -1.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 6 | $392 | $318.18 | -$73.82 | -18.83% |
Kelly Richert Clayton Financial Group LLC | 16 | $1,254 | $848.48 | -$405.52 | -32.34% |
Alan Gilmore Private Wealth Management Group, LLC | 180 | $11,234.4 | $9,561.46 | -$1,672.94 | -14.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 59,787 | $3.65M | $3.19M | -$463,686.11 | -12.69% |
Corey Saft Sivia Capital Partners, LLC | 6,151 | $440,723.74 | $326,736.2 | -$113,987.54 | -25.86% |
Kyle Jones Pineridge Advisors LLC | 26 | $1,707 | $1,389.83 | -$317.17 | -18.58% |
Ashley Meredith Abel Hall, LLC | 7,277 | $522,002.25 | $388,992.03 | -$133,010.22 | -25.48% |
Philip Smith SWP FINANCIAL LLC | 8,909 | $573,383 | $473,238.95 | -$100,144.05 | -17.47% |