| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 1,099 | $337,979.55 | $288,762.25 | -$49,217.3 | -14.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,126 | $299,829.21 | $295,856.5 | -$3,972.71 | -1.32% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 121 | $20,012.15 | $31,792.75 | $11,780.6 | 58.87% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 166 | $20,259 | $43,616.5 | $23,357.5 | 115.29% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,626 | $834,985.32 | $2M | $1.17M | 139.97% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,903 | $617,032.27 | $500,013.25 | -$117,019.02 | -18.96% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $6,958.94 | $6,831.5 | -$127.44 | -1.83% |
Steven JE Manders BKM Wealth Management, LLC | 4,231 | $1.05M | $1.11M | $60,842.25 | 5.79% |
Darin Sadow Freestone Grove Partners LP | 250,000 | $62.09M | $70.62M | $8.53M | 13.74% |
Julie Beswick Advantage Trust Co | 2 | $497 | $525.5 | $28.5 | 5.73% |
Cody Gehman Stonebridge Financial Group, LLC | 2,166 | $632,918.25 | $569,116.5 | -$63,801.75 | -10.08% |
Curtis Burkholder Bare Financial Services, Inc | 762 | $247,613.2 | $200,215.5 | -$47,397.7 | -19.14% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,535 | $403,315.67 | $405,969.12 | $2,653.45 | 0.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,074 | $512,189.92 | $577,982.3 | $65,792.38 | 12.85% |
Joshua Stipcich Tidemark, LLC | 8 | $1,770.5 | $2,163.44 | $392.94 | 22.19% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,335 | $279,360.47 | $350,771.25 | $71,410.78 | 25.56% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,835 | $372,256.27 | $482,146.25 | $109,889.98 | 29.52% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 189 | $65,361.89 | $49,659.75 | -$15,702.14 | -24.02% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,974 | $490,329 | $518,668.5 | $28,339.5 | 5.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,901 | $1.54M | $1.64M | $100,388.17 | 6.5% |