| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 31,039 | $4.98M | $4.75M | -$238,395.04 | -4.78% |
Ann Keitner Quantum Portfolio Management LLC | 5,655 | $1.11M | $866,006.7 | -$241,920.71 | -21.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 65 | $9,905.08 | $9,829.95 | -$75.13 | -0.76% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,089 | $389,206.19 | $321,006.18 | -$68,200.01 | -17.52% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 11,097 | $1.58M | $1.71M | $133,868.31 | 8.49% |
Taylor Wagner Valued Wealth Advisors LLC | 74 | $8,999.09 | $11,248.74 | $2,249.65 | 25% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 16,360 | $3.13M | $2.5M | -$634,282.5 | -20.26% |
Darin Sadow Freestone Grove Partners LP | 47,957 | $7.61M | $7.32M | -$289,660.37 | -3.81% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,215 | $306,005.01 | $341,397.95 | $35,392.94 | 11.57% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,805 | $344,144.89 | $277,951.95 | -$66,192.94 | -19.23% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,136 | $275,162.78 | $324,693.36 | $49,530.58 | 18% |
Joshua Stipcich Tidemark, LLC | 1 | $150 | $150.04 | $0.04 | 0.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 65 | $10,296.21 | $9,768.85 | -$527.36 | -5.12% |
Christy Clarin Portfolio Design Labs, LLC | 7,348 | $909,224.22 | $1.14M | $228,393.14 | 25.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,416 | $697,749.9 | $670,304.6 | -$27,445.3 | -3.93% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 38 | $5,713.3 | $5,858.46 | $145.16 | 2.54% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,394 | $221,130.22 | $214,209.01 | -$6,921.21 | -3.13% |
Nicholas Holmes Objectivity Squared, LLC | 12,926 | $2.3M | $1.95M | -$355,572.28 | -15.43% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,477 | $1.04M | $835,927.12 | -$204,382.52 | -19.65% |
Michael Herman Apollon Financial, LLC | 2,189 | $417,730.59 | $337,379.62 | -$80,350.97 | -19.24% |