| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 150 | $5,694.07 | $5,005.5 | -$688.57 | -12.09% |
Keisuke Ichihara Rakuten Securities, Inc. | 131 | $4,141 | $4,311.86 | $170.86 | 4.13% |
Joshua Stipcich Tidemark, LLC | 8 | $253 | $262.36 | $9.36 | 3.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 97 | $4,394 | $3,183.54 | -$1,210.46 | -27.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,991 | $379,415.75 | $228,885.34 | -$150,530.41 | -39.67% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,395 | $315,975.26 | $248,989.65 | -$66,985.61 | -21.2% |
Matthew Stead Sachetta, LLC | 593 | $31,140.18 | $19,521.56 | -$11,618.62 | -37.31% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2 | $90.6 | $66.74 | -$23.86 | -26.34% |
Neil Greenspan Fielder Capital Group LLC | 23,258 | $871,219.51 | $778,677.84 | -$92,541.67 | -10.62% |
Scott Noble Boomfish Wealth Group, LLC | 19,344 | $875,320.61 | $636,997.92 | -$238,322.69 | -27.23% |
Amy Taylor Pingora Partners LLC | 1,000 | $43,006 | $33,735 | -$9,271 | -21.56% |
Adam Hill Bey-Douglas LLC | 16,027 | $715,249.62 | $527,047.89 | -$188,201.73 | -26.31% |
Alan Gilmore Private Wealth Management Group, LLC | 341 | $14,665.05 | $11,379.17 | -$3,285.88 | -22.41% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 174 | $9,818.48 | $5,874.24 | -$3,944.24 | -40.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 122,938 | $4.87M | $4.1M | -$763,285.11 | -15.69% |
Angela Mari Abich Financial Wealth Management LLC | 1,723 | $97,977 | $57,453.43 | -$40,523.57 | -41.36% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3 | $95 | $99.64 | $4.64 | 4.88% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 306 | $17,056.22 | $10,120.95 | -$6,935.27 | -40.66% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,633 | $341,438 | $353,972.57 | $12,534.57 | 3.67% |
Ian Jameson American Capital Advisory, LLC | 133 | $4,626.56 | $4,385.01 | -$241.55 | -5.22% |