| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 343 | $234,118 | $175,164.95 | -$58,953.05 | -25.18% |
Curtis Burkholder Bare Financial Services, Inc | 27 | $14,349.51 | $14,784.66 | $435.15 | 3.03% |
Kevin Stillman Evernest Financial Advisors, LLC | 702 | $289,749.07 | $358,500.87 | $68,751.8 | 23.73% |
Keisuke Ichihara Rakuten Securities, Inc. | 37 | $22,544.76 | $18,954.73 | -$3,590.03 | -15.92% |
Joshua Stipcich Tidemark, LLC | 468 | $243,819 | $239,751.72 | -$4,067.28 | -1.67% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,001 | $468,749.32 | $492,201.71 | $23,452.39 | 5% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 304 | $165,623.7 | $155,736.16 | -$9,887.54 | -5.97% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 862 | $439,025 | $467,410.87 | $28,385.87 | 6.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,612 | $1.39M | $1.37M | -$19,743.94 | -1.42% |
Craig Silberg EVERPAR ADVISORS LLC | 454 | $243,606.69 | $239,925.38 | -$3,681.31 | -1.51% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 898 | $422,221.41 | $457,647.74 | $35,426.33 | 8.39% |
Carol Smith Access Investment Management LLC | 22 | $11,000 | $11,630.85 | $630.85 | 5.73% |
Matthew Stead Sachetta, LLC | 493 | $243,653.94 | $242,462.33 | -$1,191.61 | -0.49% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5,655 | $2.68M | $2.76M | $75,648.9 | 2.82% |
Neil Greenspan Fielder Capital Group LLC | 863 | $432,605.16 | $420,056.62 | -$12,548.54 | -2.9% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,166 | $754,157.09 | $618,283.16 | -$135,873.93 | -18.02% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 133 | $64,018 | $69,862.24 | $5,844.24 | 9.13% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,051 | $640,395.5 | $538,416.79 | -$101,978.71 | -15.92% |
David McNeely Darden Wealth Group Inc | 430 | $227,070 | $220,284.69 | -$6,785.31 | -2.99% |
Alan Gilmore Private Wealth Management Group, LLC | 93 | $43,559.44 | $50,924.94 | $7,365.5 | 16.91% |