| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 3,762 | $365,535.49 | $386,056.44 | $20,520.95 | 5.61% |
Amir Har-El Savvy Advisors, Inc. | 28,549 | $3.61M | $2.83M | -$770,774.33 | -21.38% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,277 | $562,065.59 | $525,219.81 | -$36,845.78 | -6.56% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 9,311 | $559,787.34 | $955,494.82 | $395,707.48 | 70.69% |
PETER KRUSSEL Southland Equity Partners LLC | 2,283 | $174,454.55 | $227,226.99 | $52,772.44 | 30.25% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 38,288 | $3.87M | $3.8M | -$67,613.86 | -1.75% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 990 | $131,918 | $98,534.7 | -$33,383.3 | -25.31% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 26,394 | $2.98M | $2.62M | -$362,105.41 | -12.14% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 35,548 | $3.99M | $3.53M | -$464,139.92 | -11.63% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 111,326 | $10.33M | $11.42M | $1.1M | 10.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 185 | $24,651 | $18,359.4 | -$6,291.6 | -25.52% |
Joshua Stipcich Tidemark, LLC | 63,294 | $6.99M | $6.27M | -$721,400.82 | -10.32% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 58,189 | $4.46M | $5.79M | $1.33M | 29.88% |
Andrea Butler Sequent Planning LLC | 8,146 | $806,995.1 | $835,942.52 | $28,947.42 | 3.59% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,191 | $379,357.05 | $415,411.92 | $36,054.87 | 9.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 437 | $43,512.03 | $43,494.61 | -$17.42 | -0.04% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 27,313 | $3.16M | $2.72M | -$440,475.81 | -13.94% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 43,084 | $3.06M | $4.27M | $1.21M | 39.58% |
David McNeely Darden Wealth Group Inc | 4,601 | $332,775.98 | $457,937.53 | $125,161.55 | 37.61% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 70 | $6,884 | $7,183.4 | $299.4 | 4.35% |