| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 6,945 | $463,266.13 | $438,021.15 | -$25,244.98 | -5.45% |
Riley Stephenson Stephenson & Company, Inc. | 6,400 | $404,288.2 | $407,168 | $2,879.8 | 0.71% |
James Rankin Modern Wealth Management, LLC | 8,831 | $582,249.38 | $561,607.44 | -$20,641.94 | -3.55% |
David Vollmer PFS Partners, LLC | 292 | $17,826.05 | $18,244.16 | $418.11 | 2.35% |
Benj Foor Frazier Financial Advisors, LLC | 12 | $634 | $749.4 | $115.4 | 18.2% |
Amir Har-El Savvy Advisors, Inc. | 22,922 | $1.04M | $1.45M | $411,456.34 | 39.43% |
United Advisor Group LLC United Advisor Group, LLC | 9,530 | $620,896.64 | $594,767.3 | -$26,129.34 | -4.21% |
Kent Keister Bear Mountain Capital, Inc. | 645 | $46,965.32 | $40,609.2 | -$6,356.12 | -13.53% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,293 | $385,534.08 | $332,982.63 | -$52,551.45 | -13.63% |
Joshua Stipcich Tidemark, LLC | 1,896 | $127,903.94 | $120,737.28 | -$7,166.66 | -5.6% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 21,653 | $1.34M | $1.36M | $18,064.59 | 1.35% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 13,200 | $945,174 | $840,180 | -$104,994 | -11.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 314 | $16,567 | $19,982.96 | $3,415.96 | 20.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,910 | $748,783.24 | $688,311.9 | -$60,471.34 | -8.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2 | $106 | $127.06 | $21.06 | 19.87% |
Neil Greenspan Fielder Capital Group LLC | 111,292 | $7.03M | $7M | -$25,597.57 | -0.36% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 160 | $10,108 | $9,996.8 | -$111.2 | -1.1% |
Kelly Richert Clayton Financial Group LLC | 80 | $5,168 | $5,036.8 | -$131.2 | -2.54% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 11,820 | $821,970.72 | $748,087.8 | -$73,882.92 | -8.99% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 34,027 | $2.18M | $2.16M | -$13,836.47 | -0.64% |