| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,726 | $1.48M | $1.71M | $226,422.21 | 15.25% |
Craig Silberg EVERPAR ADVISORS LLC | 4,121 | $773,026.25 | $917,829.12 | $144,802.87 | 18.73% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,431 | $1.07M | $982,662.87 | -$88,189.55 | -8.24% |
Matthew Stead Sachetta, LLC | 257 | $66,188.85 | $56,915.22 | -$9,273.63 | -14.01% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,021 | $704,731.14 | $669,030.66 | -$35,700.48 | -5.07% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 297 | $59,112 | $65,978.55 | $6,866.55 | 11.62% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 11,172 | $1.52M | $2.46M | $936,859.07 | 61.51% |
Nicholas Holmes Objectivity Squared, LLC | 8,842 | $2.3M | $1.96M | -$349,316.82 | -15.16% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 669 | $151,714.69 | $148,966.23 | -$2,748.46 | -1.81% |
Christian Scharosch 1248 Management, LLC | 110 | $23,741 | $24,499.2 | $758.2 | 3.19% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,378 | $2.24M | $2.3M | $58,012.93 | 2.59% |
Amy Taylor Pingora Partners LLC | 14,877 | $3.42M | $3.29M | -$131,506.07 | -3.84% |
Michael Herman Apollon Financial, LLC | 4,311 | $926,799.81 | $956,481.57 | $29,681.76 | 3.2% |
Kelly Richert Clayton Financial Group LLC | 5,490 | $978,068.97 | $1.21M | $235,385.73 | 24.07% |
Chris Chatto Encompass More Asset Management | 1,334 | $279,834.29 | $297,108.48 | $17,274.19 | 6.17% |
David McNeely Darden Wealth Group Inc | 6,925 | $1.64M | $1.54M | -$98,848.78 | -6.02% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 105 | $18,610.07 | $23,327.85 | $4,717.78 | 25.35% |
Jonathan Chatfield LM Advisors LLC | 498 | $90,598.48 | $110,914.56 | $20,316.08 | 22.42% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,466 | $907,147.25 | $994,667.52 | $87,520.27 | 9.65% |
Alan Gilmore Private Wealth Management Group, LLC | 655 | $149,964.79 | $145,396.9 | -$4,567.89 | -3.05% |