| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,974 | $243,873.94 | $249,805.64 | $5,931.7 | 2.43% |
Taylor Wagner Valued Wealth Advisors LLC | 41 | $2,523.58 | $2,606.16 | $82.58 | 3.27% |
Steven JE Manders BKM Wealth Management, LLC | 2,900 | $198,041 | $184,701 | -$13,340 | -6.74% |
Darin Sadow Freestone Grove Partners LP | 39,717 | $2.71M | $2.5M | -$215,663.38 | -7.95% |
Mark Fonville Fonville Wealth Management LLC | 3,919 | $242,356.8 | $249,679.49 | $7,322.69 | 3.02% |
Curtis Burkholder Bare Financial Services, Inc | 483 | $25,557.58 | $30,361.38 | $4,803.8 | 18.8% |
Keisuke Ichihara Rakuten Securities, Inc. | 206 | $12,094.49 | $13,094.39 | $999.9 | 8.27% |
Joshua Stipcich Tidemark, LLC | 40 | $2,055.78 | $2,506.4 | $450.62 | 21.92% |
Andrea Butler Sequent Planning LLC | 5,764 | $327,535.59 | $366,475.12 | $38,939.53 | 11.89% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 256 | $15,602.83 | $16,044.8 | $441.97 | 2.83% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 7,562 | $356,711.38 | $475,422.94 | $118,711.56 | 33.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,635 | $661,620.95 | $731,376.1 | $69,755.15 | 10.54% |
Craig Silberg EVERPAR ADVISORS LLC | 3,320 | $226,723 | $211,318 | -$15,405 | -6.79% |
Carol Smith Access Investment Management LLC | 425 | $24,021 | $27,140.5 | $3,119.5 | 12.99% |
Matthew Stead Sachetta, LLC | 432 | $21,080.75 | $27,140.4 | $6,059.65 | 28.74% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 844 | $52,607.23 | $53,053.84 | $446.61 | 0.85% |
Amy Taylor Pingora Partners LLC | 235 | $11,531 | $14,938.95 | $3,407.95 | 29.55% |
Christopher Griffith Stablepoint Partners, LLC | 95,706 | $4.9M | $6.09M | $1.18M | 24.12% |
Alan Gilmore Private Wealth Management Group, LLC | 1,252 | $60,046.98 | $78,700.72 | $18,653.74 | 31.07% |
David Novak Novak & Powell Financial Services, Inc. | 4,340 | $215,615.19 | $275,720.2 | $60,105.01 | 27.88% |