| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kent Keister Bear Mountain Capital, Inc. | 25 | $2,682.5 | $3,531.25 | $848.75 | 31.64% |
Joshua Stipcich Tidemark, LLC | 89 | $7,243.37 | $13,657.94 | $6,414.57 | 88.56% |
Andrea Butler Sequent Planning LLC | 3,122 | $341,915.21 | $495,398.93 | $153,483.72 | 44.89% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 551 | $50,590 | $77,828.75 | $27,238.75 | 53.84% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 102 | $11,301 | $15,998.7 | $4,697.7 | 41.57% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,617 | $286,815.68 | $369,651.25 | $82,835.57 | 28.88% |
Matthew Stead Sachetta, LLC | 51 | $2,786.88 | $7,203.75 | $4,416.87 | 158.49% |
Chandler te Velde Maia Wealth LLC | 1,210 | $200,086 | $170,912.5 | -$29,173.5 | -14.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,616 | $594,806.87 | $652,010 | $57,203.13 | 9.62% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,427 | $235,925 | $201,563.75 | -$34,361.25 | -14.56% |
Jonathan Chatfield LM Advisors LLC | 1,645 | $268,000 | $258,018.25 | -$9,981.75 | -3.72% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,364 | $390,958 | $333,915 | -$57,043 | -14.59% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,248 | $371,775 | $352,598.8 | -$19,176.2 | -5.16% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,020 | $420,318.14 | $709,075 | $288,756.86 | 68.7% |
Seth Hodes Able Wealth Management LLC | 1,713 | $283,297 | $241,961.25 | -$41,335.75 | -14.59% |
Erik Roemer GERBER, LLC | 9,837 | $1.4M | $1.39M | -$11,169.18 | -0.8% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 81,662 | $10.66M | $11.53M | $876,106.16 | 8.22% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,873 | $309,768 | $264,561.25 | -$45,206.75 | -14.59% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 4,100 | $389,537 | $627,054 | $237,517 | 60.97% |
Janice M. Powell Diversify Advisory Services, LLC | 4,247 | $702,368.86 | $651,744.66 | -$50,624.2 | -7.21% |