| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 3,063 | $525,631.62 | $236,203.24 | -$289,428.38 | -55.06% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,128 | $482,938.59 | $241,215.72 | -$241,722.87 | -50.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 429 | $73,152.15 | $33,123.26 | -$40,028.89 | -54.72% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 85 | $16,283 | $6,554.77 | -$9,728.23 | -59.74% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 138 | $16,313 | $10,655.04 | -$5,657.96 | -34.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,763 | $560,815.16 | $290,542.74 | -$270,272.42 | -48.19% |
Taylor Wagner Valued Wealth Advisors LLC | 46 | $6,126.39 | $3,551.68 | -$2,574.71 | -42.03% |
Steven JE Manders BKM Wealth Management, LLC | 8,235 | $1.45M | $635,042.02 | -$814,635.04 | -56.19% |
Darin Sadow Freestone Grove Partners LP | 9,476 | $1.19M | $731,645.75 | -$460,624.51 | -38.63% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 7,440 | $1.45M | $574,445.38 | -$873,400.05 | -60.32% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 12,347 | $1.91M | $953,316.81 | -$952,414.28 | -49.98% |
Wayne Atkins VCI Wealth Management LLC | 11,027 | $1.52M | $851,399.08 | -$671,900.38 | -44.11% |
Curtis Burkholder Bare Financial Services, Inc | 63 | $7,862.15 | $4,871.47 | -$2,990.68 | -38.04% |
Keisuke Ichihara Rakuten Securities, Inc. | 242 | $36,055.81 | $18,712.65 | -$17,343.16 | -48.1% |
Joshua Stipcich Tidemark, LLC | 64 | $12,326.81 | $4,948.8 | -$7,378.01 | -59.85% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,664 | $502,700.19 | $205,993.8 | -$296,706.39 | -59.02% |
Rob Dainard Hara Capital LLC | 485 | $94,759 | $37,502.62 | -$57,256.38 | -60.42% |
Dustin Schick Evergreen Private Wealth LLC | 48,626 | $8.28M | $3.76M | -$4.52M | -54.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,136 | $813,569.32 | $397,525.89 | -$416,043.43 | -51.14% |
Matthew Stead Sachetta, LLC | 845 | $161,894.6 | $62,977.85 | -$98,916.75 | -61.1% |