| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 964 | $11,765.94 | $11,789.72 | $23.78 | 0.2% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 11,097 | $135,119.01 | $136,604.07 | $1,485.06 | 1.1% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 36,719 | $432,007.01 | $450,358.53 | $18,351.52 | 4.25% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,829 | $33,579.28 | $34,612.81 | $1,033.53 | 3.08% |
Christy Clarin Portfolio Design Labs, LLC | 40,593 | $499,533.29 | $491,175.3 | -$8,357.99 | -1.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 83,884 | $1.01M | $1.03M | $26,421.85 | 2.63% |
Craig Silberg EVERPAR ADVISORS LLC | 15,434 | $185,003.88 | $186,751.4 | $1,747.52 | 0.94% |
Carol Smith Access Investment Management LLC | 1,000 | $10,560.66 | $12,050 | $1,489.34 | 14.1% |
Matthew Stead Sachetta, LLC | 1,159 | $13,095 | $14,215.13 | $1,120.13 | 8.55% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 16,732 | $198,717.79 | $202,457.2 | $3,739.41 | 1.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,025 | $23,785.99 | $24,927.75 | $1,141.76 | 4.8% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 79,669 | $848,110.02 | $960,011.45 | $111,901.43 | 13.19% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 51,108 | $729,874.17 | $623,517.6 | -$106,356.57 | -14.57% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 850 | $11,044.02 | $10,242.5 | -$801.52 | -7.26% |
Kelly Richert Clayton Financial Group LLC | 3 | $36.18 | $35.88 | -$0.3 | -0.83% |
Christopher Griffith Stablepoint Partners, LLC | 12,175 | $148,212.17 | $147,317.5 | -$894.67 | -0.6% |
Alan Gilmore Private Wealth Management Group, LLC | 707 | $8,249.35 | $8,703.17 | $453.82 | 5.5% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 354 | $4,240.19 | $4,283.4 | $43.21 | 1.02% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 264,783 | $2.95M | $3.26M | $311,358.06 | 10.56% |
Angela Mari Abich Financial Wealth Management LLC | 32,002 | $382,739 | $385,624.1 | $2,885.1 | 0.75% |