| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Gehman Stonebridge Financial Group, LLC | 2,138 | $282,194.01 | $257,586.24 | -$24,607.77 | -8.72% |
Curtis Burkholder Bare Financial Services, Inc | 189 | $18,744.01 | $22,770.72 | $4,026.71 | 21.48% |
Keisuke Ichihara Rakuten Securities, Inc. | 570 | $72,909.14 | $68,673.6 | -$4,235.54 | -5.81% |
Sam Tedawes Quantessence Capital LLC | 4,443 | $586,476 | $535,292.64 | -$51,183.36 | -8.73% |
Joshua Stipcich Tidemark, LLC | 120 | $13,949.13 | $14,113.2 | $164.07 | 1.18% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,412 | $1.58M | $1.74M | $157,195.66 | 9.95% |
Andrea Butler Sequent Planning LLC | 3,805 | $395,904.22 | $458,426.4 | $62,522.18 | 15.79% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 21,814 | $2.5M | $2.63M | $124,360.19 | 4.97% |
Rob Dainard Hara Capital LLC | 3,940 | $453,821.61 | $496,124.8 | $42,303.19 | 9.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 63 | $6,539.05 | $7,590.24 | $1,051.19 | 16.08% |
Christy Clarin Portfolio Design Labs, LLC | 13,451 | $1.28M | $1.69M | $409,413.95 | 31.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 43,626 | $4.84M | $5.26M | $419,288.98 | 8.67% |
Craig Silberg EVERPAR ADVISORS LLC | 5,817 | $522,017.79 | $700,832.16 | $178,814.37 | 34.25% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,859 | $426,817.93 | $453,856.99 | $27,039.06 | 6.34% |
Matthew Stead Sachetta, LLC | 516 | $58,915 | $62,167.68 | $3,252.68 | 5.52% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,905 | $251,461 | $229,514.4 | -$21,946.6 | -8.73% |
Neil Greenspan Fielder Capital Group LLC | 5,028 | $547,791.29 | $587,069.28 | $39,277.99 | 7.17% |
Chandler te Velde Maia Wealth LLC | 15,133 | $1.57M | $1.82M | $252,769.84 | 16.1% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,009 | $265,125 | $242,044.32 | -$23,080.68 | -8.71% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,221 | $486,598.05 | $508,546.08 | $21,948.03 | 4.51% |