| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 1,095 | $472,146.54 | $625,058.85 | $152,912.31 | 32.39% |
Benj Foor Frazier Financial Advisors, LLC | 7 | $5,030 | $3,995.81 | -$1,034.19 | -20.56% |
Amir Har-El Savvy Advisors, Inc. | 1,816 | $1.08M | $1.04M | -$43,733.17 | -4.05% |
Jeff Ramsey Quotient Wealth Partners, LLC | 895 | $367,983.24 | $510,892.85 | $142,909.61 | 38.84% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 315 | $125,370 | $179,811.45 | $54,441.45 | 43.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,308 | $812,953 | $746,645.64 | -$66,307.36 | -8.16% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $2,696 | $2,283.32 | -$412.68 | -15.31% |
Darin Sadow Freestone Grove Partners LP | 17,844 | $7.1M | $10.19M | $3.08M | 43.42% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 368 | $264,148.41 | $210,065.44 | -$54,082.97 | -20.47% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 668 | $466,403.21 | $381,314.44 | -$85,088.77 | -18.24% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 578 | $378,081.62 | $329,939.74 | -$48,141.88 | -12.73% |
Anthony Blagrove Traveka Wealth, LLC | 327 | $234,917.82 | $186,661.41 | -$48,256.41 | -20.54% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $2,066.17 | $1,712.49 | -$353.68 | -17.12% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,040 | $346,582.49 | $593,663.2 | $247,080.71 | 71.29% |
Jaran Day OPINICUS CAPITAL, INC. | 604 | $196,591.07 | $344,781.32 | $148,190.25 | 75.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30 | $15,801 | $17,124.9 | $1,323.9 | 8.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,666 | $919,890.57 | $1.52M | $601,942.21 | 65.44% |
Craig Silberg EVERPAR ADVISORS LLC | 769 | $520,021.61 | $438,968.27 | -$81,053.34 | -15.59% |
Matthew Stead Sachetta, LLC | 73 | $15,504.82 | $41,670.59 | $26,165.77 | 168.76% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 127 | $50,546 | $72,495.41 | $21,949.41 | 43.42% |