| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 47 | $4,080.62 | $4,615.87 | $535.25 | 13.12% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,639 | $248,174.1 | $257,355.28 | $9,181.18 | 3.7% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,038 | $463,433.22 | $391,726.38 | -$71,706.84 | -15.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 383 | $33,984.9 | $37,334.84 | $3,349.94 | 9.86% |
Joshua Stipcich Tidemark, LLC | 350 | $31,856.6 | $34,083 | $2,226.4 | 6.99% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,911 | $267,413.06 | $281,406.37 | $13,993.31 | 5.23% |
Wynn Capital LLC Wynn Capital, LLC | 12,311 | $1.16M | $1.21M | $43,394.42 | 3.73% |
Rob Dainard Hara Capital LLC | 1,800 | $161,262 | $174,710.7 | $13,448.7 | 8.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,252 | $110,950.88 | $121,919.76 | $10,968.88 | 9.89% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 16,082 | $1.57M | $1.57M | $221.08 | 0.01% |
Christy Clarin Portfolio Design Labs, LLC | 10,382 | $878,176 | $1.01M | $127,580.25 | 14.53% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 10,688 | $1.03M | $1.05M | $20,146.88 | 1.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,519 | $2.23M | $2.41M | $174,417.84 | 7.82% |
Craig Silberg EVERPAR ADVISORS LLC | 3,580 | $331,156.14 | $347,480.17 | $16,324.03 | 4.93% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,626 | $443,423.48 | $452,816.01 | $9,392.53 | 2.12% |
Matthew Stead Sachetta, LLC | 1,068 | $101,310.35 | $103,756.2 | $2,445.85 | 2.41% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 381 | $34,391.14 | $37,411.88 | $3,020.74 | 8.78% |
Neil Greenspan Fielder Capital Group LLC | 4,590 | $439,817.6 | $445,512.28 | $5,694.68 | 1.29% |
Chandler te Velde Maia Wealth LLC | 5,558 | $527,888.43 | $539,070.42 | $11,181.99 | 2.12% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,771 | $820,926.02 | $754,952.65 | -$65,973.37 | -8.04% |