| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathon Gold Gold Investment Management Ltd. | 10 | $2,068 | $2,153.4 | $85.4 | 4.13% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 48,203 | $12.19M | $10.19M | -$2M | -16.43% |
Taylor Wagner Valued Wealth Advisors LLC | 108 | $21,416.21 | $22,833.36 | $1,417.15 | 6.62% |
Darin Sadow Freestone Grove Partners LP | 171,841 | $37.54M | $36.02M | -$1.52M | -4.05% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,435 | $266,450.66 | $307,018.25 | $40,567.59 | 15.23% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 1,277 | $210,509.24 | $269,983.34 | $59,474.1 | 28.25% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 961 | $209,948 | $201,425.61 | -$8,522.39 | -4.06% |
Curtis Burkholder Bare Financial Services, Inc | 96 | $20,802.09 | $20,296.32 | -$505.77 | -2.43% |
Kevin Stillman Evernest Financial Advisors, LLC | 934 | $204,032 | $201,127.56 | -$2,904.44 | -1.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 55 | $13,639.06 | $11,405.35 | -$2,233.71 | -16.38% |
Joshua Stipcich Tidemark, LLC | 13 | $2,866.6 | $2,799.81 | -$66.79 | -2.33% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,335 | $372,013.31 | $502,888.95 | $130,875.64 | 35.18% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,372 | $542,419.92 | $712,908.24 | $170,488.32 | 31.43% |
Rob Dainard Hara Capital LLC | 542 | $137,830.09 | $115,960.9 | -$21,869.19 | -15.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 23 | $5,237.57 | $4,862.66 | -$374.91 | -7.16% |
Christy Clarin Portfolio Design Labs, LLC | 1,090 | $267,175.79 | $233,205.5 | -$33,970.29 | -12.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,084 | $1.46M | $1.26M | -$197,019.49 | -13.51% |
Craig Silberg EVERPAR ADVISORS LLC | 2,377 | $423,502.95 | $502,545.34 | $79,042.39 | 18.66% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,500 | $482,843.8 | $528,550 | $45,706.2 | 9.47% |
Matthew Stead Sachetta, LLC | 192 | $38,229.61 | $40,592.64 | $2,363.03 | 6.18% |