| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,278 | $319,004.37 | $267,587.64 | -$51,416.73 | -16.12% |
Darin Sadow Freestone Grove Partners LP | 2,702 | $675,446 | $568,676.43 | -$106,769.57 | -15.81% |
JP Tarbutton LHM, INC. | 45,385 | $9.8M | $9.28M | -$520,603.21 | -5.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 43 | $10,485.46 | $8,827.04 | -$1,658.42 | -15.82% |
Joshua Stipcich Tidemark, LLC | 3 | $593 | $625.77 | $32.77 | 5.53% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,674 | $261,012.34 | $350,418.42 | $89,406.08 | 34.25% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 58 | $11,927.84 | $12,104.89 | $177.05 | 1.48% |
Christy Clarin Portfolio Design Labs, LLC | 1,227 | $242,333 | $252,289.6 | $9,956.6 | 4.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 832 | $190,499.56 | $167,423.36 | -$23,076.2 | -12.11% |
Craig Silberg EVERPAR ADVISORS LLC | 2,353 | $506,771.53 | $484,459.17 | -$22,312.36 | -4.4% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 129 | $25,739.92 | $27,010.02 | $1,270.1 | 4.93% |
Alan Gilmore Private Wealth Management Group, LLC | 104 | $16,296.06 | $21,775.52 | $5,479.46 | 33.62% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 72 | $18,602 | $14,804.28 | -$3,797.72 | -20.42% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,690 | $3.31M | $3.7M | $391,983 | 11.84% |
Angela Mari Abich Financial Wealth Management LLC | 378 | $95,263.27 | $77,463.54 | -$17,799.73 | -18.68% |
| FTM F. Thomas Mosley Mosley Wealth Management | 110 | $25,923.55 | $22,563.2 | -$3,360.35 | -12.96% |
Corey Saft Sivia Capital Partners, LLC | 6,785 | $1.34M | $1.38M | $43,559.7 | 3.25% |
John Thomas Shields Benchstone Capital Management LP | 134,728 | $33.98M | $27.57M | -$6.41M | -18.86% |
| WL Wealthcollab LLC WealthCollab, LLC | 3 | $483 | $631.89 | $148.89 | 30.83% |
Ian Jameson American Capital Advisory, LLC | 9 | $2,157.2 | $1,881.36 | -$275.84 | -12.79% |