| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 222 | $51,399.01 | $63,405.42 | $12,006.41 | 23.36% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,208 | $1.01M | $910,494.56 | -$99,792.73 | -9.88% |
Amir Har-El Savvy Advisors, Inc. | 2,664 | $785,276.07 | $762,663.24 | -$22,612.83 | -2.88% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 916 | $252,014.86 | $261,618.76 | $9,603.9 | 3.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 253 | $74,388.9 | $72,430.1 | -$1,958.8 | -2.63% |
Jeffrey McGrath Cetera Trust Company, N.A | 401 | $120,079.23 | $114,529.61 | -$5,549.62 | -4.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 145 | $38,679 | $41,511.32 | $2,832.32 | 7.32% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,700 | $8.67M | $8.22M | -$450,762.15 | -5.2% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $3,858.23 | $3,435.42 | -$422.81 | -10.96% |
Curtis Burkholder Bare Financial Services, Inc | 10 | $2,965.87 | $2,855 | -$110.87 | -3.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $2,994.62 | $2,855 | -$139.62 | -4.66% |
Joshua Stipcich Tidemark, LLC | 89 | $27,489.61 | $25,409.5 | -$2,080.11 | -7.57% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,587 | $475,320.26 | $453,088.5 | -$22,231.76 | -4.68% |
Wynn Capital LLC Wynn Capital, LLC | 3,784 | $1.13M | $1.08M | -$53,742.46 | -4.74% |
David Ragan Grunden Financial Advisory, Inc. | 856 | $256,893.67 | $245,059.96 | -$11,833.71 | -4.61% |
Rob Dainard Hara Capital LLC | 32 | $11,086 | $9,136 | -$1,950 | -17.59% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 64 | $17,153.65 | $18,272 | $1,118.35 | 6.52% |
Christy Clarin Portfolio Design Labs, LLC | 1,538 | $410,262 | $439,099 | $28,837 | 7.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,483 | $1.67M | $1.57M | -$98,932.36 | -5.92% |
Craig Silberg EVERPAR ADVISORS LLC | 730 | $201,246 | $208,415 | $7,169 | 3.56% |