| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keisuke Ichihara Rakuten Securities, Inc. | 531 | $71,334.56 | $67,511.34 | -$3,823.22 | -5.36% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,531 | $756,696 | $700,501.15 | -$56,194.85 | -7.43% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,091 | $231,245.08 | $260,131.48 | $28,886.4 | 12.49% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 15,348 | $1.25M | $1.94M | $694,496.56 | 55.71% |
Rob Dainard Hara Capital LLC | 150 | $15,390 | $19,017 | $3,627 | 23.57% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 203 | $22,215.83 | $25,247.11 | $3,031.28 | 13.64% |
Christy Clarin Portfolio Design Labs, LLC | 2,720 | $356,561.24 | $344,420 | -$12,141.24 | -3.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,577 | $921,161.85 | $1.07M | $144,873.48 | 15.73% |
Craig Silberg EVERPAR ADVISORS LLC | 10,392 | $896,186.26 | $1.32M | $421,311.5 | 47.01% |
Matthew Stead Sachetta, LLC | 102 | $9,119.98 | $12,708.69 | $3,588.71 | 39.35% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,470 | $201,157 | $185,984.4 | -$15,172.6 | -7.54% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 264 | $34,705.96 | $32,812.56 | -$1,893.4 | -5.46% |
Neil Greenspan Fielder Capital Group LLC | 1,819 | $204,968.45 | $230,612.82 | $25,644.37 | 12.51% |
Chandler te Velde Maia Wealth LLC | 2,480 | $228,546.99 | $313,992.8 | $85,445.81 | 37.39% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,517 | $412,206.81 | $573,657.19 | $161,450.38 | 39.17% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 15,726 | $1.82M | $1.99M | $170,279.92 | 9.35% |
Christian Scharosch 1248 Management, LLC | 75 | $8,195 | $9,472.37 | $1,277.37 | 15.59% |
Sharon Allen Sterling Wealth Management, Inc. | 4,361 | $368,311.28 | $542,028.69 | $173,717.41 | 47.17% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,503 | $394,087.63 | $443,199.56 | $49,111.93 | 12.46% |
Amy Taylor Pingora Partners LLC | 385 | $31,684.61 | $48,613.95 | $16,929.34 | 53.43% |