| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah Schmidt Wellington Wealth Strategies, LLC. | 5,220 | $1.51M | $1.39M | -$118,964.68 | -7.88% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,325 | $1.02M | $1.18M | $164,374.7 | 16.13% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,293 | $301,247.3 | $344,532.77 | $43,285.47 | 14.37% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,571 | $2.24M | $2.28M | $40,034.23 | 1.78% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,146 | $272,124.28 | $305,363.15 | $33,238.87 | 12.21% |
Kent Keister Bear Mountain Capital, Inc. | 400 | $94,115.47 | $106,584 | $12,468.53 | 13.25% |
Curtis Burkholder Bare Financial Services, Inc | 75 | $19,700.99 | $19,984.5 | $283.51 | 1.44% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,932 | $517,757.9 | $521,813.87 | $4,055.97 | 0.78% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $609.5 | $807.99 | $198.49 | 32.57% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,211 | $271,206 | $322,683.05 | $51,477.05 | 18.98% |
Wynn Capital LLC Wynn Capital, LLC | 1,057 | $236,716 | $281,648.21 | $44,932.21 | 18.98% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 913 | $185,719.58 | $243,277.97 | $57,558.39 | 30.99% |
Christy Clarin Portfolio Design Labs, LLC | 7,161 | $2.06M | $1.96M | -$95,511.13 | -4.65% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 8,137 | $1.9M | $2.2M | $298,523.71 | 15.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,690 | $1.8M | $1.8M | $253.9 | 0.01% |
Craig Silberg EVERPAR ADVISORS LLC | 1,944 | $455,647.38 | $517,998.22 | $62,350.84 | 13.68% |
Matthew Stead Sachetta, LLC | 1,637 | $363,093.43 | $436,195 | $73,101.57 | 20.13% |
Ellwood Derricks Partnership Wealth Management, LLC | 2,043 | $475,957.71 | $544,377.76 | $68,420.05 | 14.38% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 936 | $209,599 | $249,406.55 | $39,807.55 | 18.99% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 233 | $48,422.55 | $63,599.68 | $15,177.13 | 31.34% |