| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Deven Mouton CAP Partners, LLC | 871 | $259,470 | $213,638.88 | -$45,831.12 | -17.66% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,715 | $1.02M | $896,206.64 | -$122,450.69 | -12.02% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 9,997 | $2.98M | $2.38M | -$596,420.69 | -20.03% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 975 | $290,445 | $262,011.76 | -$28,433.24 | -9.79% |
Anthony Blagrove Traveka Wealth, LLC | 1,000 | $297,895 | $268,730.01 | -$29,164.99 | -9.79% |
JP Tarbutton LHM, INC. | 44,680 | $3.53M | $10.54M | $7.01M | 198.3% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $8,238.49 | $13,026.96 | $4,788.47 | 58.12% |
Keisuke Ichihara Rakuten Securities, Inc. | 31,795 | $7.47M | $7.51M | $44,703.4 | 0.6% |
Joshua Stipcich Tidemark, LLC | 252 | $17,567.64 | $59,693.76 | $42,126.12 | 239.79% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,673 | $288,175.04 | $655,633.44 | $367,458.4 | 127.51% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,199 | $375,996.22 | $1.25M | $878,574.47 | 233.67% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 253 | $25,755.9 | $59,925.58 | $34,169.68 | 132.67% |
Christy Clarin Portfolio Design Labs, LLC | 7,492 | $2.23M | $2.01M | -$218,466.77 | -9.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,373 | $573,374.25 | $1.56M | $989,795.19 | 172.63% |
Craig Silberg EVERPAR ADVISORS LLC | 1,270 | $378,320 | $341,287.11 | -$37,032.89 | -9.79% |
Matthew Stead Sachetta, LLC | 419 | $54,132.94 | $99,265.29 | $45,132.35 | 83.37% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 679 | $202,267 | $163,801.96 | -$38,465.04 | -19.02% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,850 | $551,097 | $497,150.52 | -$53,946.48 | -9.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 287 | $33,001.6 | $69,235.88 | $36,234.28 | 109.8% |
Adam Colby Wealth Group Ltd | 2,447 | $194,300.81 | $614,197 | $419,896.19 | 216.11% |