| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 2,748 | $381,846.1 | $461,306.76 | $79,460.66 | 20.81% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,717 | $1.75M | $1.58M | -$169,769.5 | -9.69% |
Jaran Day OPINICUS CAPITAL, INC. | 9,456 | $1.39M | $1.4M | $9,927.32 | 0.72% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,759 | $255,101.25 | $259,645.99 | $4,544.74 | 1.78% |
Wynn Capital LLC Wynn Capital, LLC | 9,775 | $1.44M | $1.44M | $5,312.01 | 0.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 200 | $36,271.28 | $29,522 | -$6,749.28 | -18.61% |
Christy Clarin Portfolio Design Labs, LLC | 10,115 | $1.69M | $1.49M | -$192,628.81 | -11.43% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 57,687 | $8.45M | $9.25M | $802,568.52 | 9.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,308 | $2.22M | $1.96M | -$254,861.96 | -11.48% |
Craig Silberg EVERPAR ADVISORS LLC | 4,178 | $619,538.91 | $616,714.58 | -$2,824.33 | -0.46% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,385 | $492,975.14 | $568,239.95 | $75,264.81 | 15.27% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,187 | $219,346 | $175,213.07 | -$44,132.93 | -20.12% |
Matthew Stead Sachetta, LLC | 615 | $99,468.89 | $90,780.15 | -$8,688.74 | -8.74% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 367 | $47,286 | $54,172.87 | $6,886.87 | 14.56% |
Chandler te Velde Maia Wealth LLC | 3,817 | $688,178.11 | $563,427.37 | -$124,750.74 | -18.13% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,378 | $1.16M | $1.24M | $73,013.45 | 6.27% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,422 | $814,197.31 | $800,341.42 | -$13,855.89 | -1.7% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,768 | $291,177.09 | $260,974.48 | -$30,202.61 | -10.37% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 115 | $17,461.98 | $16,975.15 | -$486.83 | -2.79% |
Christian Scharosch 1248 Management, LLC | 36 | $5,534.13 | $5,313.96 | -$220.17 | -3.98% |