| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 55 | $13,999.78 | $16,143.05 | $2,143.27 | 15.31% |
Darin Sadow Freestone Grove Partners LP | 71,083 | $22.26M | $20.8M | -$1.46M | -6.57% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,147 | $437,446.85 | $629,629.22 | $192,182.37 | 43.93% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,342 | $1.33M | $1.89M | $555,638.53 | 41.79% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 961 | $238,141.76 | $282,788.66 | $44,646.9 | 18.75% |
Curtis Burkholder Bare Financial Services, Inc | 39 | $9,968.24 | $11,526.06 | $1,557.82 | 15.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 29 | $6,745.69 | $8,511.79 | $1,766.1 | 26.18% |
Joshua Stipcich Tidemark, LLC | 502 | $157,138.38 | $146,513.72 | -$10,624.66 | -6.76% |
Wynn Capital LLC Wynn Capital, LLC | 7,082 | $1.45M | $2.09M | $646,053 | 44.65% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 21 | $4,884.81 | $6,128.64 | $1,243.83 | 25.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,551 | $1.04M | $1.33M | $289,200.18 | 27.9% |
Craig Silberg EVERPAR ADVISORS LLC | 735 | $210,812.7 | $215,656.35 | $4,843.65 | 2.3% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,907 | $592,311.01 | $866,474.95 | $274,163.94 | 46.29% |
Matthew Stead Sachetta, LLC | 152 | $33,550 | $44,472.16 | $10,922.16 | 32.55% |
Ellwood Derricks Partnership Wealth Management, LLC | 2,100 | $427,791 | $613,935 | $186,144 | 43.51% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 101 | $29,811.02 | $29,849.54 | $38.52 | 0.13% |
Neil Greenspan Fielder Capital Group LLC | 1,387 | $283,468.19 | $406,557.44 | $123,089.25 | 43.42% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,184 | $419,213.11 | $639,584.42 | $220,371.31 | 52.57% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 200 | $41,685.5 | $58,656 | $16,970.5 | 40.71% |
Amy Taylor Pingora Partners LLC | 500 | $101,855 | $149,447.5 | $47,592.5 | 46.73% |