| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 100 | $10,750 | $9,896 | -$854 | -7.94% |
Cody Gehman Stonebridge Financial Group, LLC | 5,346 | $648,635.13 | $520,058.88 | -$128,576.25 | -19.82% |
Curtis Burkholder Bare Financial Services, Inc | 184 | $19,323.57 | $18,000.72 | -$1,322.85 | -6.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 807 | $74,576.01 | $78,682.5 | $4,106.49 | 5.51% |
Joshua Stipcich Tidemark, LLC | 328 | $44,658.72 | $31,834.04 | -$12,824.68 | -28.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,506 | $901,190.79 | $630,984.41 | -$270,206.38 | -29.98% |
Jaran Day OPINICUS CAPITAL, INC. | 4,685 | $587,894.41 | $456,646.95 | -$131,247.46 | -22.33% |
Wynn Capital LLC Wynn Capital, LLC | 3,976 | $473,750.06 | $389,011.84 | -$84,738.22 | -17.89% |
Rob Dainard Hara Capital LLC | 18 | $2,454 | $1,747.17 | -$706.83 | -28.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 189 | $16,177.28 | $18,349.06 | $2,171.78 | 13.42% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 4,026 | $594,848.37 | $392,454.48 | -$202,393.89 | -34.02% |
Christy Clarin Portfolio Design Labs, LLC | 12,356 | $1.29M | $1.21M | -$84,723.87 | -6.57% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 3,917 | $615,869.91 | $381,398.29 | -$234,471.62 | -38.07% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,118 | $932,573.96 | $777,542.04 | -$155,031.92 | -16.62% |
Craig Silberg EVERPAR ADVISORS LLC | 3,847 | $381,600.78 | $373,409.05 | -$8,191.73 | -2.15% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,338 | $677,569.63 | $431,045.37 | -$246,524.26 | -36.38% |
Carol Smith Access Investment Management LLC | 9,070 | $1.19M | $903,054.55 | -$286,597.54 | -24.09% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,736 | $698,009.7 | $559,890.96 | -$138,118.74 | -19.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 256 | $25,695.08 | $25,044.48 | -$650.6 | -2.53% |
Scott Noble Boomfish Wealth Group, LLC | 26,913 | $3.7M | $2.62M | -$1.07M | -28.98% |