| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 36 | $4,416.67 | $4,568.76 | $152.09 | 3.44% |
Joshua Stipcich Tidemark, LLC | 119 | $15,276.84 | $15,102.29 | -$174.55 | -1.14% |
Jaran Day OPINICUS CAPITAL, INC. | 13,365 | $1.75M | $1.7M | -$56,619.63 | -3.23% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,133 | $409,607.8 | $397,609.03 | -$11,998.77 | -2.93% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,716 | $617,430.64 | $598,507.56 | -$18,923.08 | -3.06% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 9,370 | $1.44M | $1.19M | -$255,145.3 | -17.67% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $48,473.53 | $40,357.38 | -$8,116.15 | -16.74% |
Christy Clarin Portfolio Design Labs, LLC | 9,313 | $1.52M | $1.18M | -$340,302.16 | -22.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,164 | $1.47M | $1.29M | -$183,581.35 | -12.46% |
Craig Silberg EVERPAR ADVISORS LLC | 4,375 | $558,072.73 | $555,231.25 | -$2,841.48 | -0.51% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 5,092 | $666,368.1 | $646,225.72 | -$20,142.38 | -3.02% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 12,745 | $1.67M | $1.62M | -$51,855.1 | -3.11% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 215 | $24,724 | $27,285.65 | $2,561.65 | 10.36% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,283 | $496,284.4 | $670,465.53 | $174,181.13 | 35.1% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 5,458 | $808,617.69 | $692,674.78 | -$115,942.91 | -14.34% |
Christian Scharosch 1248 Management, LLC | 241 | $41,174.84 | $30,585.31 | -$10,589.53 | -25.72% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,342 | $1.25M | $931,773.22 | -$322,607.68 | -25.72% |
Amy Taylor Pingora Partners LLC | 650 | $85,390.76 | $82,491.5 | -$2,899.26 | -3.4% |
Kelly Richert Clayton Financial Group LLC | 11 | $1,879.43 | $1,396.01 | -$483.42 | -25.72% |
Christopher Griffith Stablepoint Partners, LLC | 32,020 | $4.23M | $4.06M | -$170,147.03 | -4.02% |