| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 261 | $68,270.02 | $72,383.13 | $4,113.11 | 6.02% |
Amir Har-El Savvy Advisors, Inc. | 2,416 | $736,354.63 | $678,014.16 | -$58,340.47 | -7.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,369 | $321,942.17 | $384,579.48 | $62,637.31 | 19.46% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 350 | $51,555.15 | $97,510 | $45,954.85 | 89.14% |
Jeffrey McGrath Cetera Trust Company, N.A | 43 | $5,568 | $12,156.96 | $6,588.96 | 118.34% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,349 | $419,525.32 | $377,733.5 | -$41,791.82 | -9.96% |
Taylor Wagner Valued Wealth Advisors LLC | 89 | $22,042.71 | $24,708.18 | $2,665.47 | 12.09% |
Darin Sadow Freestone Grove Partners LP | 85,553 | $27.17M | $23.8M | -$3.37M | -12.39% |
Curtis Burkholder Bare Financial Services, Inc | 56 | $16,587.46 | $15,680.56 | -$906.9 | -5.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 166 | $39,114.57 | $46,084.92 | $6,970.35 | 17.82% |
Sam Tedawes Quantessence Capital LLC | 1,004 | $318,800 | $280,798.72 | -$38,001.28 | -11.92% |
Joshua Stipcich Tidemark, LLC | 2 | $550 | $557.16 | $7.16 | 1.3% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 765 | $239,535.45 | $214,307.1 | -$25,228.35 | -10.53% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $31,314 | $27,867 | -$3,447 | -11.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,366 | $868,746.81 | $923,327.46 | $54,580.65 | 6.28% |
Craig Silberg EVERPAR ADVISORS LLC | 1,113 | $276,159.88 | $314,455.89 | $38,296.01 | 13.87% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,042 | $322,508.22 | $296,501.1 | -$26,007.12 | -8.06% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 135 | $38,294.4 | $37,801.35 | -$493.05 | -1.29% |
Neil Greenspan Fielder Capital Group LLC | 1,468 | $205,013.42 | $414,754.04 | $209,740.62 | 102.31% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,464 | $691,378.6 | $683,341.12 | -$8,037.48 | -1.16% |