| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 3 | $378.83 | $377.13 | -$1.7 | -0.45% |
Darin Sadow Freestone Grove Partners LP | 3,350 | $442,803 | $427,208.75 | -$15,594.25 | -3.52% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,766 | $227,074.72 | $223,593.26 | -$3,481.46 | -1.53% |
Anthony Blagrove Traveka Wealth, LLC | 1,609 | $205,632.43 | $205,662.38 | $29.95 | 0.01% |
Wayne Atkins VCI Wealth Management LLC | 19,063 | $2.49M | $2.41M | -$75,559.87 | -3.04% |
Curtis Burkholder Bare Financial Services, Inc | 191 | $23,792.37 | $24,245.54 | $453.17 | 1.9% |
Joshua Stipcich Tidemark, LLC | 6 | $793 | $768.21 | -$24.79 | -3.13% |
Rob Dainard Hara Capital LLC | 380 | $47,986 | $48,083.3 | $97.3 | 0.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 21 | $2,404.96 | $2,688.63 | $283.67 | 11.8% |
Dustin Schick Evergreen Private Wealth LLC | 30,534 | $3.85M | $3.89M | $48,950.42 | 1.27% |
Christy Clarin Portfolio Design Labs, LLC | 12,026 | $1.4M | $1.53M | $131,224.24 | 9.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,776 | $1.56M | $1.67M | $103,913.07 | 6.65% |
Craig Silberg EVERPAR ADVISORS LLC | 2,327 | $300,153.73 | $294,446.94 | -$5,706.79 | -1.9% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,111 | $248,098.54 | $268,772.52 | $20,673.98 | 8.33% |
Matthew Stead Sachetta, LLC | 483 | $62,483.98 | $61,640.46 | -$843.52 | -1.35% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 195 | $25,894.98 | $24,753.3 | -$1,141.68 | -4.41% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,544 | $209,147 | $195,007.2 | -$14,139.8 | -6.76% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,802 | $345,403.31 | $351,426.84 | $6,023.53 | 1.74% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,885 | $243,888.7 | $241,336.55 | -$2,552.15 | -1.05% |
Christian Scharosch 1248 Management, LLC | 78 | $8,720 | $10,006.62 | $1,286.62 | 14.75% |