| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 613 | $347,178.52 | $245,978.51 | -$101,200.01 | -29.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,246 | $4.1M | $2.91M | -$1.18M | -28.88% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $11,635.24 | $9,186.58 | -$2,448.66 | -21.05% |
Jill R. Seidman Expect Equity LLC | 3,415 | $1.36M | $1.35M | -$10,825.32 | -0.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 27,020 | $9.15M | $10.63M | $1.48M | 16.16% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 526 | $263,041.58 | $207,512.27 | -$55,529.31 | -21.11% |
Anthony Blagrove Traveka Wealth, LLC | 772 | $323,285.69 | $272,770.75 | -$50,514.94 | -15.63% |
Curtis Burkholder Bare Financial Services, Inc | 56 | $25,610.6 | $19,786.48 | -$5,824.12 | -22.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 910 | $388,333.87 | $365,155.7 | -$23,178.17 | -5.97% |
Joshua Stipcich Tidemark, LLC | 341 | $160,142.55 | $134,142.58 | -$25,999.97 | -16.24% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,815 | $970,675.72 | $994,623.92 | $23,948.2 | 2.47% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,708 | $1.62M | $1.66M | $43,442.12 | 2.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $7,158 | $6,359.94 | -$798.06 | -11.15% |
Christy Clarin Portfolio Design Labs, LLC | 1,346 | $647,003.07 | $529,489.48 | -$117,513.59 | -18.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,155 | $2.36M | $2.07M | -$295,401.26 | -12.5% |
Craig Silberg EVERPAR ADVISORS LLC | 901 | $383,299.47 | $318,350.32 | -$64,949.15 | -16.94% |
Matthew Stead Sachetta, LLC | 178 | $70,135.29 | $62,892.74 | -$7,242.55 | -10.33% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 78 | $35,958 | $30,771.78 | -$5,186.22 | -14.42% |
Neil Greenspan Fielder Capital Group LLC | 2,453 | $837,700.32 | $903,354.07 | $65,653.75 | 7.84% |
Scott Noble Boomfish Wealth Group, LLC | 2,199 | $1.01M | $776,972.65 | -$236,744.35 | -23.35% |