| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaran Day OPINICUS CAPITAL, INC. | 5,342 | $486,686.6 | $513,846.98 | $27,160.38 | 5.58% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,520 | $328,001.22 | $338,588.8 | $10,587.58 | 3.23% |
Wynn Capital LLC Wynn Capital, LLC | 17,397 | $1.59M | $1.67M | $82,022.88 | 5.15% |
Rob Dainard Hara Capital LLC | 8,517 | $799,724.48 | $819,250.23 | $19,525.75 | 2.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 563 | $58,062.64 | $54,154.97 | -$3,907.67 | -6.73% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 2,325 | $271,616.72 | $223,641.75 | -$47,974.97 | -17.66% |
Christy Clarin Portfolio Design Labs, LLC | 13,991 | $1.6M | $1.35M | -$255,956.97 | -15.98% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 6,617 | $597,448.93 | $692,667.56 | $95,218.63 | 15.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,783 | $2.53M | $2.29M | -$245,767.78 | -9.7% |
Craig Silberg EVERPAR ADVISORS LLC | 6,442 | $730,512.9 | $619,655.98 | -$110,856.92 | -15.18% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,984 | $636,875.67 | $671,790.96 | $34,915.29 | 5.48% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 2,392 | $230,520 | $230,086.48 | -$433.52 | -0.19% |
Carol Smith Access Investment Management LLC | 6,527 | $599,810.14 | $627,832.13 | $28,021.99 | 4.67% |
Matthew Stead Sachetta, LLC | 2,101 | $192,158.36 | $202,095.19 | $9,936.83 | 5.17% |
Ellwood Derricks Partnership Wealth Management, LLC | 13,831 | $1.35M | $1.33M | -$18,165.9 | -1.35% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,850 | $350,378.13 | $370,331.5 | $19,953.37 | 5.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 250 | $24,110 | $24,047.5 | -$62.5 | -0.26% |
Chandler te Velde Maia Wealth LLC | 7,629 | $791,908.56 | $733,833.51 | -$58,075.05 | -7.33% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,518 | $439,414.71 | $434,586.42 | -$4,828.29 | -1.1% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,253 | $1.45M | $1.18M | -$271,699.5 | -18.73% |