| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 332 | $21,251.97 | $37,851.32 | $16,599.35 | 78.11% |
Darin Sadow Freestone Grove Partners LP | 22,487 | $2.51M | $2.32M | -$193,612.82 | -7.7% |
Curtis Burkholder Bare Financial Services, Inc | 139 | $12,417.14 | $15,847.39 | $3,430.25 | 27.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 8 | $696.8 | $818.48 | $121.68 | 17.46% |
Sam Tedawes Quantessence Capital LLC | 1,793 | $200,368 | $184,930.02 | -$15,437.98 | -7.7% |
Joshua Stipcich Tidemark, LLC | 57 | $4,629.58 | $6,381.72 | $1,752.14 | 37.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 281 | $26,743.08 | $32,036.81 | $5,293.73 | 19.79% |
Christy Clarin Portfolio Design Labs, LLC | 2,635 | $239,838.61 | $283,815.85 | $43,977.24 | 18.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,543 | $513,571.01 | $669,414.33 | $155,843.32 | 30.35% |
Craig Silberg EVERPAR ADVISORS LLC | 3,096 | $286,089.25 | $352,974.97 | $66,885.72 | 23.38% |
Matthew Stead Sachetta, LLC | 379 | $20,065.21 | $43,209.79 | $23,144.58 | 115.35% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 315 | $28,930.03 | $32,489.1 | $3,559.07 | 12.3% |
Adam Colby Wealth Group Ltd | 6,451 | $420,024.82 | $735,478.52 | $315,453.7 | 75.1% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1,975 | $220,706 | $225,169.75 | $4,463.75 | 2.02% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 172 | $8,584.62 | $19,609.72 | $11,025.1 | 128.43% |
Christian Scharosch 1248 Management, LLC | 384 | $33,446 | $39,287.04 | $5,841.04 | 17.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,800 | $163,710 | $205,218 | $41,508 | 25.35% |
Alan Gilmore Private Wealth Management Group, LLC | 561 | $25,711.27 | $63,959.61 | $38,248.34 | 148.76% |
David P. Cushing nVerses Capital, LLC | 2,617 | $238,199 | $298,364.18 | $60,165.18 | 25.26% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 97,085 | $5.32M | $9.93M | $4.61M | 86.67% |