| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,748 | $330,407.94 | $303,241.8 | -$27,166.14 | -8.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 270 | $38,612.91 | $29,721.6 | -$8,891.31 | -23.03% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 3,062 | $220,464 | $337,279.3 | $116,815.3 | 52.99% |
Anthony Blagrove Traveka Wealth, LLC | 2,569 | $305,182.45 | $283,322.16 | -$21,860.29 | -7.16% |
Kent Keister Bear Mountain Capital, Inc. | 469 | $36,675.29 | $51,594.69 | $14,919.4 | 40.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,356 | $599,285.18 | $366,223.5 | -$233,061.68 | -38.89% |
Joshua Stipcich Tidemark, LLC | 859 | $73,817.54 | $94,524.36 | $20,706.82 | 28.05% |
Wynn Capital LLC Wynn Capital, LLC | 13,532 | $1.12M | $1.5M | $386,262.87 | 34.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 40 | $5,018 | $4,397.8 | -$620.2 | -12.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,371 | $200,082.35 | $152,414.07 | -$47,668.28 | -23.82% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 99 | $11,625.73 | $10,999.89 | -$625.84 | -5.38% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,595 | $317,246.36 | $391,962.85 | $74,716.49 | 23.55% |
Nicholas Holmes Objectivity Squared, LLC | 2,938 | $387,481.4 | $322,695.23 | -$64,786.17 | -16.72% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 125 | $9,689.17 | $13,727.5 | $4,038.33 | 41.68% |
Christian Scharosch 1248 Management, LLC | 193 | $24,679.65 | $21,428.79 | -$3,250.86 | -13.17% |
Amy Taylor Pingora Partners LLC | 35,839 | $3.15M | $3.97M | $820,068.39 | 26.06% |
Christopher Griffith Stablepoint Partners, LLC | 13,155 | $1.09M | $1.45M | $361,815.7 | 33.2% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 21 | $1,619.14 | $2,307.16 | $688.02 | 42.49% |
Jonathan Chatfield LM Advisors LLC | 2,446 | $259,583.62 | $269,157.84 | $9,574.22 | 3.69% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,107 | $477,831.68 | $341,133.06 | -$136,698.62 | -28.61% |