| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,548 | $528,919.3 | $581,461.8 | $52,542.5 | 9.93% |
Taylor Wagner Valued Wealth Advisors LLC | 169 | $18,451.23 | $21,606.65 | $3,155.42 | 17.1% |
Steven JE Manders BKM Wealth Management, LLC | 5,229 | $536,268.26 | $668,527.65 | $132,259.39 | 24.66% |
Darin Sadow Freestone Grove Partners LP | 300,000 | $40.85M | $37.68M | -$3.17M | -7.77% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,905 | $290,203.59 | $356,850.2 | $66,646.61 | 22.97% |
Anthony Blagrove Traveka Wealth, LLC | 1,618 | $186,699.54 | $206,861.3 | $20,161.76 | 10.8% |
Julie Beswick Advantage Trust Co | 275 | $30,148.81 | $35,158.75 | $5,009.94 | 16.62% |
Curtis Burkholder Bare Financial Services, Inc | 107 | $12,647.18 | $13,679.95 | $1,032.77 | 8.17% |
Keisuke Ichihara Rakuten Securities, Inc. | 531 | $71,334.56 | $66,189.15 | -$5,145.41 | -7.21% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,531 | $756,696 | $707,138.35 | -$49,557.65 | -6.55% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,091 | $231,245.08 | $262,943.25 | $31,698.17 | 13.71% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 15,348 | $1.25M | $1.96M | $715,676.8 | 57.41% |
Rob Dainard Hara Capital LLC | 150 | $15,390 | $18,426 | $3,036 | 19.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 203 | $22,215.83 | $25,953.55 | $3,737.72 | 16.82% |
Christy Clarin Portfolio Design Labs, LLC | 2,720 | $356,561.24 | $334,124.8 | -$22,436.44 | -6.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,577 | $921,161.85 | $1.07M | $147,961.2 | 16.06% |
Craig Silberg EVERPAR ADVISORS LLC | 10,392 | $896,186.26 | $1.33M | $432,430.94 | 48.25% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,555 | $203,829 | $198,806.75 | -$5,022.25 | -2.46% |
Matthew Stead Sachetta, LLC | 102 | $9,119.98 | $13,040.7 | $3,920.72 | 42.99% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,470 | $201,157 | $187,939.5 | -$13,217.5 | -6.57% |