| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,003 | $317,784 | $296,704.39 | -$21,079.61 | -6.63% |
Benj Foor Frazier Financial Advisors, LLC | 4 | $785 | $562.4 | -$222.6 | -28.36% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,300 | $232,137 | $489,027 | $256,890 | 110.66% |
Amir Har-El Savvy Advisors, Inc. | 2,274 | $421,944.95 | $336,984.06 | -$84,960.89 | -20.14% |
Ann Keitner Quantum Portfolio Management LLC | 5,655 | $1.11M | $837,675.15 | -$270,252.26 | -24.39% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 45 | $7,138 | $6,668.55 | -$469.45 | -6.58% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,089 | $389,206.19 | $309,568.91 | -$79,637.28 | -20.46% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 11,097 | $1.58M | $1.64M | $67,952.13 | 4.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,055 | $312,107.36 | $304,530.45 | -$7,576.91 | -2.43% |
Taylor Wagner Valued Wealth Advisors LLC | 74 | $8,999.09 | $10,966.06 | $1,966.97 | 21.86% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 16,360 | $3.13M | $2.42M | -$707,084.5 | -22.58% |
Darin Sadow Freestone Grove Partners LP | 47,957 | $7.61M | $7.1M | -$503,548.59 | -6.62% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,215 | $306,005.01 | $328,240.85 | $22,235.84 | 7.27% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,805 | $344,144.89 | $267,482.95 | -$76,661.94 | -22.28% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,136 | $275,162.78 | $313,308.48 | $38,145.7 | 13.86% |
Joshua Stipcich Tidemark, LLC | 1 | $150 | $140.6 | -$9.4 | -6.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 65 | $10,296.21 | $9,632.35 | -$663.86 | -6.45% |
Christy Clarin Portfolio Design Labs, LLC | 7,348 | $909,224.22 | $1.05M | $140,584.54 | 15.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,416 | $697,749.9 | $647,738.88 | -$50,011.02 | -7.17% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 38 | $5,713.3 | $5,628.94 | -$84.36 | -1.48% |