| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 3,433 | $514,615.48 | $544,834.26 | $30,218.78 | 5.87% |
Owen McCabe Tyche Wealth Partners LLC | 1,777 | $261,998.48 | $281,992.13 | $19,993.65 | 7.63% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,892 | $341,692.07 | $300,241.48 | -$41,450.59 | -12.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 148 | $28,336.8 | $23,488.34 | -$4,848.46 | -17.11% |
Jonathon Gold Gold Investment Management Ltd. | 1,147 | $219,868.43 | $182,017.43 | -$37,851 | -17.22% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 197 | $30,974 | $31,264.88 | $290.88 | 0.94% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,459 | $661,616.22 | $553,197.87 | -$108,418.35 | -16.39% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,803 | $422,124.88 | $444,850.11 | $22,725.23 | 5.38% |
Darin Sadow Freestone Grove Partners LP | 4 | $610.28 | $634.82 | $24.54 | 4.02% |
Julie Beswick Advantage Trust Co | 400 | $76,102.76 | $63,268 | -$12,834.76 | -16.87% |
Curtis Burkholder Bare Financial Services, Inc | 58 | $8,269.88 | $9,204.02 | $934.14 | 11.3% |
Joshua Stipcich Tidemark, LLC | 2 | $314 | $317.38 | $3.38 | 1.08% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,853 | $272,665.24 | $294,052.57 | $21,387.33 | 7.84% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,602 | $298,122.99 | $254,221.38 | -$43,901.61 | -14.73% |
Rob Dainard Hara Capital LLC | 11,420 | $1.77M | $1.81M | $44,742.5 | 2.53% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7 | $948.11 | $1,110.83 | $162.72 | 17.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,823 | $807,199.02 | $765,940.63 | -$41,258.39 | -5.11% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,338 | $246,066.51 | $212,327.22 | -$33,739.29 | -13.71% |
Matthew Stead Sachetta, LLC | 754 | $140,690.64 | $113,590.09 | -$27,100.55 | -19.26% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 225 | $35,415 | $35,713.69 | $298.69 | 0.84% |