| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 159 | $122,850 | $121,258.17 | -$1,591.83 | -1.3% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 339 | $261,717.84 | $258,531.57 | -$3,186.27 | -1.22% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $2,941.75 | $3,050.52 | $108.77 | 3.7% |
Darin Sadow Freestone Grove Partners LP | 30,625 | $16.85M | $23.36M | $6.5M | 38.58% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 681 | $563,046.92 | $519,351.03 | -$43,695.89 | -7.76% |
Keisuke Ichihara Rakuten Securities, Inc. | 38 | $27,145.57 | $28,979.94 | $1,834.37 | 6.76% |
Joshua Stipcich Tidemark, LLC | 646 | $449,367.11 | $506,619.03 | $57,251.92 | 12.74% |
Rob Dainard Hara Capital LLC | 161 | $168,832.23 | $122,783.43 | -$46,048.8 | -27.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 846 | $724,773.6 | $645,184.98 | -$79,588.62 | -10.98% |
Craig Silberg EVERPAR ADVISORS LLC | 445 | $353,113.32 | $339,370.35 | -$13,742.97 | -3.89% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 25 | $19,317 | $19,065.75 | -$251.25 | -1.3% |
Neil Greenspan Fielder Capital Group LLC | 354 | $222,974.34 | $272,077.33 | $49,102.99 | 22.02% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,449 | $1.28M | $1.11M | -$170,542.71 | -13.37% |
Christian Scharosch 1248 Management, LLC | 913 | $704,717 | $696,281.19 | -$8,435.81 | -1.2% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,705 | $1.32M | $1.3M | -$17,066.99 | -1.3% |
Alan Gilmore Private Wealth Management Group, LLC | 60 | $39,790.18 | $45,757.8 | $5,967.62 | 15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,912 | $12.02M | $12.13M | $110,003.81 | 0.91% |
Angela Mari Abich Financial Wealth Management LLC | 4 | $2,249 | $3,050.52 | $801.52 | 35.64% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 442 | $314,068.81 | $339,712.37 | $25,643.56 | 8.16% |
| FTM F. Thomas Mosley Mosley Wealth Management | 47 | $29,315 | $35,843.61 | $6,528.61 | 22.27% |