| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,882 | $175,026 | $161,212.12 | -$13,813.88 | -7.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,455 | $223,542.22 | $295,955.3 | $72,413.08 | 32.39% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $406 | $513.96 | $107.96 | 26.59% |
Steven JE Manders BKM Wealth Management, LLC | 7,057 | $469,216.54 | $604,502.62 | $135,286.08 | 28.83% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,067 | $362,442.45 | $434,039.22 | $71,596.77 | 19.75% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,248 | $209,083 | $192,563.68 | -$16,519.32 | -7.9% |
Anthony Blagrove Traveka Wealth, LLC | 4,313 | $287,090.54 | $369,451.58 | $82,361.04 | 28.69% |
Curtis Burkholder Bare Financial Services, Inc | 102 | $7,233.39 | $8,737.32 | $1,503.93 | 20.79% |
Kevin Stillman Evernest Financial Advisors, LLC | 8,006 | $501,885.95 | $685,793.96 | $183,908.01 | 36.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,471 | $136,763.55 | $126,005.86 | -$10,757.69 | -7.87% |
Rob Dainard Hara Capital LLC | 4,170 | $276,865.94 | $357,202.2 | $80,336.26 | 29.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 263 | $24,459 | $22,528.58 | -$1,930.42 | -7.89% |
RENEE BRUNNER Elite Life Management LLC | 2,461 | $228,873 | $210,809.26 | -$18,063.74 | -7.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 22,086 | $1.54M | $1.89M | $346,983.69 | 22.46% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 238 | $22,134 | $20,387.08 | -$1,746.92 | -7.89% |
Neil Greenspan Fielder Capital Group LLC | 8,005 | $584,484.02 | $685,708.3 | $101,224.28 | 17.32% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,086 | $233,103 | $264,346.76 | $31,243.76 | 13.4% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,300 | $85,540 | $111,358 | $25,818 | 30.18% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,547 | $540,780.58 | $646,476.02 | $105,695.44 | 19.54% |
Amy Taylor Pingora Partners LLC | 10,170 | $669,186 | $871,162.2 | $201,976.2 | 30.18% |