| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 1,625 | $59,883.98 | $73,791.25 | $13,907.27 | 23.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 222 | $8,441.73 | $10,095.45 | $1,653.72 | 19.59% |
Taylor Wagner Valued Wealth Advisors LLC | 21 | $932 | $955.08 | $23.08 | 2.48% |
Darin Sadow Freestone Grove Partners LP | 316,577 | $15.05M | $14.4M | -$650,566.15 | -4.32% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 8,886 | $422,440 | $401,736.06 | -$20,703.94 | -4.9% |
Curtis Burkholder Bare Financial Services, Inc | 82 | $3,813.1 | $3,735.1 | -$78 | -2.05% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $91.65 | $90.9 | -$0.75 | -0.82% |
Joshua Stipcich Tidemark, LLC | 8 | $405 | $363.76 | -$41.24 | -10.18% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,780 | $686,929.11 | $807,389.8 | $120,460.69 | 17.54% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 25,873 | $975,660.74 | $1.17M | $199,102.82 | 20.41% |
Christy Clarin Portfolio Design Labs, LLC | 4,461 | $225,914.04 | $201,681.81 | -$24,232.23 | -10.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,013 | $267,912.08 | $273,050.33 | $5,138.25 | 1.92% |
Craig Silberg EVERPAR ADVISORS LLC | 4,600 | $211,361.47 | $208,886 | -$2,475.47 | -1.17% |
Matthew Stead Sachetta, LLC | 1,234 | $49,002.87 | $56,128.49 | $7,125.62 | 14.54% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 107 | $5,421.33 | $4,873.85 | -$547.48 | -10.1% |
Amy Taylor Pingora Partners LLC | 270 | $10,427.65 | $12,206.7 | $1,779.05 | 17.06% |
Christopher Griffith Stablepoint Partners, LLC | 135,507 | $5.11M | $6.13M | $1.02M | 19.87% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 60 | $2,661 | $2,724.6 | $63.6 | 2.39% |
Alan Gilmore Private Wealth Management Group, LLC | 288 | $10,733.62 | $13,118.4 | $2,384.78 | 22.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 42,060 | $1.64M | $1.92M | $278,851.54 | 17.03% |