| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 446 | $268,547.29 | $241,946.07 | -$26,601.22 | -9.91% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,435 | $783,573.03 | $778,458.77 | -$5,114.26 | -0.65% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $2,314.43 | $2,169.92 | -$144.51 | -6.24% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 4,473 | $2.86M | $2.43M | -$432,157.1 | -15.12% |
Curtis Burkholder Bare Financial Services, Inc | 27 | $14,349.51 | $14,646.96 | $297.45 | 2.07% |
Kevin Stillman Evernest Financial Advisors, LLC | 666 | $275,814.55 | $371,275 | $95,460.45 | 34.61% |
Keisuke Ichihara Rakuten Securities, Inc. | 70 | $39,352.14 | $40,412.4 | $1,060.26 | 2.69% |
Joshua Stipcich Tidemark, LLC | 560 | $290,678.21 | $323,618.4 | $32,940.19 | 11.33% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,001 | $468,749.32 | $543,022.46 | $74,273.14 | 15.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $172,754.06 | $172,508.63 | -$245.43 | -0.14% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 862 | $439,025 | $467,617.74 | $28,592.74 | 6.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,612 | $1.39M | $1.51M | $119,632.33 | 8.62% |
Craig Silberg EVERPAR ADVISORS LLC | 454 | $243,606.69 | $246,285.91 | $2,679.22 | 1.1% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 938 | $442,598.55 | $542,060.82 | $99,462.27 | 22.47% |
Carol Smith Access Investment Management LLC | 22 | $11,000 | $11,934.56 | $934.56 | 8.5% |
Matthew Stead Sachetta, LLC | 493 | $243,653.94 | $267,442.63 | $23,788.69 | 9.76% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5,572 | $2.64M | $3.26M | $619,786.6 | 23.44% |
Neil Greenspan Fielder Capital Group LLC | 742 | $375,996.37 | $413,642.72 | $37,646.35 | 10.01% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,166 | $754,157.09 | $632,531.66 | -$121,625.43 | -16.13% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 136 | $65,545.95 | $73,777.28 | $8,231.33 | 12.56% |