| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 1,095 | $472,146.54 | $464,871.31 | -$7,275.23 | -1.54% |
Benj Foor Frazier Financial Advisors, LLC | 7 | $5,030 | $2,971.78 | -$2,058.22 | -40.92% |
Amir Har-El Savvy Advisors, Inc. | 1,816 | $1.08M | $770,964.66 | -$309,395.79 | -28.64% |
Jeff Ramsey Quotient Wealth Partners, LLC | 895 | $367,983.24 | $379,963.31 | $11,980.07 | 3.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 315 | $125,370 | $133,730.1 | $8,360.1 | 6.67% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,308 | $812,953 | $555,298.33 | -$257,654.67 | -31.69% |
Taylor Wagner Valued Wealth Advisors LLC | 28 | $12,248 | $11,887.12 | -$360.88 | -2.95% |
Darin Sadow Freestone Grove Partners LP | 17,844 | $7.1M | $7.58M | $473,579.94 | 6.67% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 578 | $378,081.62 | $245,384.13 | -$132,697.49 | -35.1% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $2,066.17 | $1,273.62 | -$792.55 | -38.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 4,557 | $1.34M | $1.93M | $598,316.07 | 44.77% |
Joshua Stipcich Tidemark, LLC | 1 | $398 | $424.54 | $26.54 | 6.67% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,040 | $346,582.49 | $441,521.61 | $94,939.12 | 27.39% |
Jaran Day OPINICUS CAPITAL, INC. | 604 | $196,591.07 | $256,422.17 | $59,831.1 | 30.43% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30 | $15,801 | $12,736.2 | -$3,064.8 | -19.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,666 | $919,890.57 | $1.13M | $211,933.1 | 23.04% |
Craig Silberg EVERPAR ADVISORS LLC | 779 | $525,173.9 | $330,716.67 | -$194,457.23 | -37.03% |
Matthew Stead Sachetta, LLC | 83 | $20,657.23 | $35,236.82 | $14,579.59 | 70.58% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 127 | $50,546 | $53,916.58 | $3,370.58 | 6.67% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 132 | $92,343.92 | $56,039.28 | -$36,304.64 | -39.31% |