| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 128 | $506,612.82 | $389,944.31 | -$116,668.51 | -23.03% |
Joseph Morrison Sentry LLC | 253 | $621,912 | $770,749.3 | $148,837.3 | 23.93% |
Owen McCabe Tyche Wealth Partners LLC | 204 | $563,854.94 | $621,473.75 | $57,618.81 | 10.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 92 | $254,758.43 | $280,272.47 | $25,514.04 | 10.01% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 165 | $426,625.65 | $502,662.59 | $76,036.94 | 17.82% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6 | $20,267 | $18,278.64 | -$1,988.36 | -9.81% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 75 | $316,293.25 | $228,483 | -$87,810.25 | -27.76% |
Taylor Wagner Valued Wealth Advisors LLC | 1 | $3,378 | $3,046.44 | -$331.56 | -9.82% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 629 | $1.89M | $1.92M | $23,549.72 | 1.24% |
Darin Sadow Freestone Grove Partners LP | 8,833 | $30.09M | $26.91M | -$3.18M | -10.58% |
Curtis Burkholder Bare Financial Services, Inc | 1 | $4,290 | $3,046.44 | -$1,243.56 | -28.99% |
Keisuke Ichihara Rakuten Securities, Inc. | 13 | $43,911 | $39,603.72 | -$4,307.28 | -9.81% |
Joshua Stipcich Tidemark, LLC | 1 | $3,392 | $3,046.44 | -$345.56 | -10.19% |
Andrea Butler Sequent Planning LLC | 146 | $469,396.93 | $444,780.23 | -$24,616.7 | -5.24% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 81 | $255,152.95 | $246,761.64 | -$8,391.31 | -3.29% |
Christy Clarin Portfolio Design Labs, LLC | 78 | $256,900.45 | $237,622.32 | -$19,278.13 | -7.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 250 | $883,296.04 | $761,609.98 | -$121,686.06 | -13.78% |
Craig Silberg EVERPAR ADVISORS LLC | 90 | $329,056.05 | $274,179.59 | -$54,876.46 | -16.68% |
Matthew Stead Sachetta, LLC | 8 | $21,477.87 | $24,371.52 | $2,893.65 | 13.47% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 12 | $40,534 | $36,557.28 | -$3,976.72 | -9.81% |