| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Sadow Freestone Grove Partners LP | 8,074 | $756,211 | $721,411.9 | -$34,799.1 | -4.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,795 | $261,772 | $249,341.95 | -$12,430.05 | -4.75% |
| MG Melissa Glennie Capital Management Associates, Inc | 6,058 | $290,506.04 | $529,711.52 | $239,205.48 | 82.34% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $211.15 | $437.2 | $226.05 | 107.06% |
Curtis Burkholder Bare Financial Services, Inc | 50 | $2,883.52 | $4,372 | $1,488.48 | 51.62% |
Keisuke Ichihara Rakuten Securities, Inc. | 207 | $13,791.58 | $18,615.51 | $4,823.93 | 34.98% |
Joshua Stipcich Tidemark, LLC | 5 | $332 | $456.6 | $124.6 | 37.53% |
Jaran Day OPINICUS CAPITAL, INC. | 2,681 | $251,099 | $234,426.64 | -$16,672.36 | -6.64% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 8,246 | $506,675.66 | $721,030.24 | $214,354.58 | 42.31% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,500 | $234,150 | $218,600 | -$15,550 | -6.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 297 | $14,606 | $25,969.68 | $11,363.68 | 77.8% |
Christy Clarin Portfolio Design Labs, LLC | 3,131 | $189,305.35 | $279,316.51 | $90,011.16 | 47.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,797 | $994,309.01 | $1.69M | $696,105.2 | 70.01% |
Craig Silberg EVERPAR ADVISORS LLC | 2,213 | $207,270 | $193,504.72 | -$13,765.28 | -6.64% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,975 | $244,949.47 | $545,637 | $300,687.53 | 122.75% |
Matthew Stead Sachetta, LLC | 299 | $19,847.92 | $26,144.56 | $6,296.64 | 31.72% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 552 | $37,404.19 | $49,321.2 | $11,917.01 | 31.86% |
Neil Greenspan Fielder Capital Group LLC | 3,777 | $263,771.56 | $351,789.78 | $88,018.22 | 33.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 71,796 | $3.44M | $6.28M | $2.84M | 82.43% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 3,205 | $145,268.58 | $285,918.05 | $140,649.47 | 96.82% |