| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 9,552 | $638,595.51 | $546,469.92 | -$92,125.59 | -14.43% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,541 | $184,496.04 | $202,580.61 | $18,084.57 | 9.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,949 | $269,073.21 | $340,342.29 | $71,269.08 | 26.49% |
Taylor Wagner Valued Wealth Advisors LLC | 152 | $8,136.62 | $8,695.92 | $559.3 | 6.87% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 25,423 | $1.48M | $1.45M | -$22,104.76 | -1.5% |
| CPC Charles P. Cocke Jr LB Partners LLC | 22,500 | $1.01M | $1.29M | $274,675 | 27.13% |
Curtis Burkholder Bare Financial Services, Inc | 95 | $4,118.57 | $5,434.95 | $1,316.38 | 31.96% |
Keisuke Ichihara Rakuten Securities, Inc. | 13,944 | $832,868.81 | $825,484.8 | -$7,384.01 | -0.89% |
Joshua Stipcich Tidemark, LLC | 55 | $3,183.37 | $3,248.3 | $64.93 | 2.04% |
Wynn Capital LLC Wynn Capital, LLC | 10,953 | $681,997.29 | $626,621.13 | -$55,376.16 | -8.12% |
Rob Dainard Hara Capital LLC | 82,713 | $3.85M | $4.89M | $1.04M | 26.9% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 320 | $14,474 | $18,307.2 | $3,833.2 | 26.48% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,734 | $792,028.73 | $635,452.8 | -$156,575.93 | -19.77% |
Matthew Stead Sachetta, LLC | 191 | $12,102.42 | $10,927.11 | -$1,175.31 | -9.71% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 223 | $9,950.32 | $13,750.18 | $3,799.86 | 38.19% |
Chandler te Velde Maia Wealth LLC | 8,549 | $542,539.18 | $489,088.29 | -$53,450.89 | -9.85% |
Amy Taylor Pingora Partners LLC | 3,133 | $193,549.67 | $193,180.78 | -$368.89 | -0.19% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 4 | $246 | $228.84 | -$17.16 | -6.98% |
Jonathan Chatfield LM Advisors LLC | 5,391 | $244,247.36 | $319,147.2 | $74,899.84 | 30.67% |
Alan Gilmore Private Wealth Management Group, LLC | 1,502 | $69,718.26 | $85,929.42 | $16,211.16 | 23.25% |