| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,910 | $258,936.29 | $389,105.2 | $130,168.91 | 50.27% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 740 | $223,266 | $130,987.4 | -$92,278.6 | -41.33% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,300 | $1.75M | $1.69M | -$57,459 | -3.29% |
Anthony Blagrove Traveka Wealth, LLC | 2,239 | $251,199.27 | $388,847.13 | $137,647.86 | 54.8% |
Curtis Burkholder Bare Financial Services, Inc | 200 | $37,973.89 | $34,818 | -$3,155.89 | -8.31% |
Thomas Hood Alternative Investment Advisors, LLC. | 665 | $200,704 | $122,140.55 | -$78,563.45 | -39.14% |
Kevin Stillman Evernest Financial Advisors, LLC | 800 | $241,368 | $141,592 | -$99,776 | -41.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,552 | $674,899.73 | $451,678.48 | -$223,221.25 | -33.07% |
Joshua Stipcich Tidemark, LLC | 211 | $13,452.78 | $37,349.11 | $23,896.33 | 177.63% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,226 | $282,104.19 | $406,957.34 | $124,853.15 | 44.26% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 10 | $3,017 | $1,828.2 | -$1,188.8 | -39.4% |
Christy Clarin Portfolio Design Labs, LLC | 2,410 | $259,942.6 | $419,002.6 | $159,060 | 61.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,362 | $301,157.67 | $410,491.98 | $109,334.31 | 36.3% |
Craig Silberg EVERPAR ADVISORS LLC | 4,265 | $540,104.67 | $742,110 | $202,005.33 | 37.4% |
Matthew Stead Sachetta, LLC | 594 | $64,569.1 | $108,595.09 | $44,025.99 | 68.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 423 | $64,292.29 | $86,173.56 | $21,881.27 | 34.03% |
Neil Greenspan Fielder Capital Group LLC | 3,777 | $225,921.05 | $737,364.82 | $511,443.77 | 226.38% |
Scott Noble Boomfish Wealth Group, LLC | 28,180 | $1.72M | $5.09M | $3.37M | 196.38% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,438 | $433,868 | $250,010.68 | -$183,857.32 | -42.38% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 30,815 | $2.16M | $5.35M | $3.19M | 147.63% |