| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kent Keister Bear Mountain Capital, Inc. | 20 | $1,868.39 | $1,986.6 | $118.21 | 6.33% |
Curtis Burkholder Bare Financial Services, Inc | 279 | $29,760.56 | $27,713.07 | -$2,047.49 | -6.88% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,679 | $508,637.94 | $365,435.07 | -$143,202.87 | -28.15% |
Joshua Stipcich Tidemark, LLC | 1,014 | $92,886.57 | $100,720.62 | $7,834.05 | 8.43% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,420 | $434,035.37 | $439,038.6 | $5,003.23 | 1.15% |
Jaran Day OPINICUS CAPITAL, INC. | 6,031 | $548,898.99 | $599,059.23 | $50,160.24 | 9.14% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,493 | $324,759.7 | $346,959.69 | $22,199.99 | 6.84% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 16,226 | $1.48M | $1.61M | $133,175.01 | 9.01% |
Rob Dainard Hara Capital LLC | 8,462 | $794,423.58 | $840,530.46 | $46,106.88 | 5.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 317 | $34,373.23 | $31,487.61 | -$2,885.62 | -8.39% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 4,045 | $426,915.79 | $401,789.85 | -$25,125.94 | -5.88% |
Christy Clarin Portfolio Design Labs, LLC | 13,991 | $1.6M | $1.39M | -$212,025.23 | -13.24% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 8,152 | $736,044.08 | $809,738.16 | $73,694.08 | 10.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,783 | $2.53M | $2.36M | -$171,683.73 | -6.77% |
Craig Silberg EVERPAR ADVISORS LLC | 5,588 | $648,315.34 | $555,056.04 | -$93,259.3 | -14.38% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,984 | $636,875.67 | $693,720.72 | $56,845.05 | 8.93% |
Carol Smith Access Investment Management LLC | 6,527 | $599,810.14 | $648,326.91 | $48,516.77 | 8.09% |
Matthew Stead Sachetta, LLC | 1,738 | $157,126.53 | $172,635.54 | $15,509.01 | 9.87% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,004 | $364,282.23 | $397,717.32 | $33,435.09 | 9.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 250 | $24,110 | $24,832.5 | $722.5 | 3% |