| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 22 | $4,243.45 | $3,851.1 | -$392.35 | -9.25% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 10,788 | $1.83M | $1.89M | $61,491.63 | 3.37% |
Mark Fonville Fonville Wealth Management LLC | 1,499 | $263,000 | $262,399.95 | -$600.05 | -0.23% |
Cody Gehman Stonebridge Financial Group, LLC | 4,074 | $689,896.86 | $713,153.71 | $23,256.85 | 3.37% |
Curtis Burkholder Bare Financial Services, Inc | 85 | $15,866.91 | $14,879.25 | -$987.66 | -6.22% |
Keisuke Ichihara Rakuten Securities, Inc. | 33 | $6,093.69 | $6,079.59 | -$14.1 | -0.23% |
Joshua Stipcich Tidemark, LLC | 18 | $3,604.72 | $3,280.86 | -$323.86 | -8.98% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,553 | $770,667.04 | $797,002.66 | $26,335.62 | 3.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $6,915 | $6,651.9 | -$263.1 | -3.8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 684 | $118,196.31 | $126,013.32 | $7,817.01 | 6.61% |
Matthew Stead Sachetta, LLC | 289 | $53,934.97 | $50,589.45 | -$3,345.52 | -6.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 27 | $5,583.89 | $4,973.94 | -$609.95 | -10.92% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,417 | $263,485.98 | $248,045.85 | -$15,440.13 | -5.86% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 1,388 | $237,209 | $253,657 | $16,448 | 6.93% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,206 | $412,632.4 | $386,160.31 | -$26,472.09 | -6.42% |
Chris Chatto Encompass More Asset Management | 2,071 | $390,322.63 | $362,528.56 | -$27,794.07 | -7.12% |
Christopher Griffith Stablepoint Partners, LLC | 2,251 | $421,185.63 | $394,037.56 | -$27,148.07 | -6.45% |
Alan Gilmore Private Wealth Management Group, LLC | 58 | $10,043.32 | $10,152.9 | $109.58 | 1.09% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,371 | $459,350.97 | $415,043.56 | -$44,307.41 | -9.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 36,685 | $6.63M | $6.76M | $126,204.33 | 1.9% |