| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 2,630 | $300,766.86 | $269,680.2 | -$31,086.66 | -10.34% |
Benj Foor Frazier Financial Advisors, LLC | 106 | $12,123 | $10,890.44 | -$1,232.56 | -10.17% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 204 | $23,329.55 | $21,127.26 | -$2,202.29 | -9.44% |
Curtis Burkholder Bare Financial Services, Inc | 4 | $517.52 | $413.48 | -$104.04 | -20.1% |
Keisuke Ichihara Rakuten Securities, Inc. | 36 | $4,294.17 | $3,712.68 | -$581.49 | -13.54% |
Joshua Stipcich Tidemark, LLC | 25 | $2,988 | $2,582.75 | -$405.25 | -13.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 17 | $2,032 | $1,756.18 | -$275.82 | -13.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 876 | $114,411.35 | $90,000.24 | -$24,411.11 | -21.34% |
Matthew Stead Sachetta, LLC | 340 | $39,032.28 | $35,162.8 | -$3,869.48 | -9.91% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 47 | $5,617.23 | $4,858.39 | -$758.84 | -13.51% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,994 | $441,615.22 | $307,603.56 | -$134,011.66 | -30.35% |
Jennifer Milam Mustard Seed Financial, LLC | 1,710 | $204,548.71 | $176,454.9 | -$28,093.81 | -13.73% |
Alan Gilmore Private Wealth Management Group, LLC | 109 | $12,570.23 | $11,267.33 | -$1,302.9 | -10.36% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 48,223 | $5.86M | $4.98M | -$876,672.41 | -14.96% |
Angela Mari Abich Financial Wealth Management LLC | 11 | $1,623 | $1,130.14 | -$492.86 | -30.37% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,212 | $367,669.91 | $334,176.48 | -$33,493.43 | -9.11% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,006 | $118,086.68 | $103,356.44 | -$14,730.24 | -12.47% |
Kyle Jones Pineridge Advisors LLC | 2 | $229 | $205.48 | -$23.52 | -10.27% |
Nitin Kumbhani Accent Capital Management, LLC | 49 | $5,792 | $5,034.26 | -$757.74 | -13.08% |
Ian Jameson American Capital Advisory, LLC | 106 | $12,176.91 | $10,968.88 | -$1,208.03 | -9.92% |