| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,329 | $754,527.92 | $584,043.33 | -$170,484.59 | -22.59% |
Taylor Wagner Valued Wealth Advisors LLC | 33 | $8,194.19 | $8,275.41 | $81.22 | 0.99% |
Cody Gehman Stonebridge Financial Group, LLC | 2,166 | $632,918.25 | $543,167.82 | -$89,750.43 | -14.18% |
Curtis Burkholder Bare Financial Services, Inc | 1,465 | $432,426.27 | $367,715 | -$64,711.27 | -14.96% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,831 | $480,255.78 | $459,159.87 | -$21,095.91 | -4.39% |
Keisuke Ichihara Rakuten Securities, Inc. | 864 | $211,662.44 | $216,864 | $5,201.56 | 2.46% |
Joshua Stipcich Tidemark, LLC | 8 | $1,770.5 | $2,008 | $237.5 | 13.41% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,306 | $272,157.69 | $327,806 | $55,648.31 | 20.45% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,835 | $372,256.27 | $460,585 | $88,328.73 | 23.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 207 | $71,720.77 | $51,957 | -$19,763.77 | -27.56% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,901 | $1.54M | $1.47M | -$70,917.8 | -4.59% |
Craig Silberg EVERPAR ADVISORS LLC | 1,427 | $471,370.47 | $358,177 | -$113,193.47 | -24.01% |
Matthew Stead Sachetta, LLC | 122 | $14,260.85 | $31,284.46 | $17,023.61 | 119.37% |
Ellwood Derricks Partnership Wealth Management, LLC | 4,489 | $547,658 | $1.15M | $604,107.17 | 110.31% |
Christian J. Cyr Cyr Financial Inc. | 1,219 | $396,710.33 | $305,969 | -$90,741.33 | -22.87% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 296 | $82,659 | $73,786.88 | -$8,872.12 | -10.73% |
Neil Greenspan Fielder Capital Group LLC | 841 | $159,479.24 | $209,644.48 | $50,165.24 | 31.46% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,246 | $402,368.7 | $310,602.88 | -$91,765.82 | -22.81% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,515 | $497,187.35 | $378,219.75 | -$118,967.6 | -23.93% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 847 | $273,378 | $212,597 | -$60,781 | -22.23% |