| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 1,178 | $283,202.98 | $218,589.68 | -$64,613.3 | -22.82% |
Amir Har-El Savvy Advisors, Inc. | 1,769 | $204,418.3 | $328,255.64 | $123,837.34 | 60.58% |
United Advisor Group LLC United Advisor Group, LLC | 841 | $202,184.81 | $156,055.96 | -$46,128.85 | -22.82% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 140 | $18,150 | $25,978.4 | $7,828.4 | 43.13% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,202.05 | $927.8 | -$274.25 | -22.82% |
Darin Sadow Freestone Grove Partners LP | 44,990 | $6.42M | $8.35M | $1.93M | 29.97% |
Curtis Burkholder Bare Financial Services, Inc | 169 | $25,259.26 | $31,359.64 | $6,100.38 | 24.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 794 | $86,299.18 | $147,334.64 | $61,035.46 | 70.73% |
Matthew Stead Sachetta, LLC | 35 | $8,414.35 | $6,494.6 | -$1,919.75 | -22.82% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 31 | $4,020 | $5,752.36 | $1,732.36 | 43.09% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 44,000 | $6.2M | $8.16M | $1.97M | 31.79% |
Alan Gilmore Private Wealth Management Group, LLC | 17 | $1,286.9 | $3,154.52 | $1,867.62 | 145.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,342 | $774,541.55 | $1.92M | $1.14M | 147.77% |
Ashley Meredith Abel Hall, LLC | 3,057 | $428,143.7 | $567,256.92 | $139,113.22 | 32.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,814 | $679,683.99 | $893,285.84 | $213,601.85 | 31.43% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,380 | $207,097.01 | $256,072.8 | $48,975.79 | 23.65% |
Kevyn Hill Hilltop National Bank | 1,301 | $102,744.34 | $241,413.56 | $138,669.22 | 134.97% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 18,845 | $1.36M | $3.5M | $2.14M | 157.16% |
| HAS Hayley A. Snell LRI Investments, LLC | 5 | $1,202.05 | $927.8 | -$274.25 | -22.82% |
David Millar Gen-Wealth Partners Inc | 191 | $45,918.31 | $38,711.88 | -$7,206.43 | -15.69% |