| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,008 | $416,690.56 | $533,998.08 | $117,307.52 | 28.15% |
Taylor Wagner Valued Wealth Advisors LLC | 85 | $4,169.28 | $4,061.3 | -$107.98 | -2.59% |
Jill R. Seidman Expect Equity LLC | 35,942 | $1.67M | $1.72M | $50,318.38 | 3.01% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,886 | $714,600.93 | $725,990.22 | $11,389.29 | 1.59% |
Kent Keister Bear Mountain Capital, Inc. | 14 | $469 | $682.78 | $213.78 | 45.58% |
Curtis Burkholder Bare Financial Services, Inc | 149 | $6,395.7 | $7,207.13 | $811.43 | 12.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 32 | $1,644.51 | $1,528.8 | -$115.71 | -7.04% |
Joshua Stipcich Tidemark, LLC | 9 | $463 | $429.39 | -$33.61 | -7.26% |
Rob Dainard Hara Capital LLC | 63,959 | $2.46M | $3.1M | $641,442.96 | 26.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 69 | $2,648.13 | $3,291.3 | $643.17 | 24.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34,855 | $1.52M | $1.69M | $174,515.04 | 11.51% |
Craig Silberg EVERPAR ADVISORS LLC | 7,434 | $264,016.27 | $360,623.34 | $96,607.07 | 36.59% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 43,631 | $1.7M | $2.09M | $389,865.67 | 22.93% |
Matthew Stead Sachetta, LLC | 332 | $15,159.93 | $15,894.5 | $734.57 | 4.85% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 727 | $37,140.41 | $35,164.99 | -$1,975.42 | -5.32% |
Neil Greenspan Fielder Capital Group LLC | 11,360 | $572,797.46 | $551,073.6 | -$21,723.86 | -3.79% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,736 | $324,288.44 | $416,969.28 | $92,680.84 | 28.58% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,611 | $159,212.03 | $223,679.61 | $64,467.58 | 40.49% |
Kelly Richert Clayton Financial Group LLC | 100 | $4,872 | $4,797.5 | -$74.5 | -1.53% |
Christopher Griffith Stablepoint Partners, LLC | 33,431 | $1.49M | $1.63M | $143,240.47 | 9.63% |