| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 192 | $436,556 | $269,441.27 | -$167,114.73 | -38.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 474 | $300,921.61 | $665,183.15 | $364,261.54 | 121.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 31 | $3,813.41 | $41,580.45 | $37,767.04 | 990.37% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 249 | $233,565.62 | $349,431.65 | $115,866.03 | 49.61% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 845 | $743,232.35 | $1.19M | $442,589.92 | 59.55% |
Taylor Wagner Valued Wealth Advisors LLC | 10 | $5,307.3 | $13,669.6 | $8,362.3 | 157.56% |
Darin Sadow Freestone Grove Partners LP | 9,861 | $15.06M | $13.2M | -$1.86M | -12.34% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 92 | $209,183 | $123,547.72 | -$85,635.28 | -40.94% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 198 | $450,199 | $277,861.31 | -$172,337.69 | -38.28% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 249 | $566,159 | $336,244.62 | -$229,914.38 | -40.61% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 280 | $177,894.89 | $392,935.19 | $215,040.3 | 120.88% |
Anthony Blagrove Traveka Wealth, LLC | 136 | $309,227 | $201,596.87 | -$107,630.13 | -34.81% |
Curtis Burkholder Bare Financial Services, Inc | 41 | $19,788.98 | $57,188.03 | $37,399.05 | 188.99% |
Thomas Hood Alternative Investment Advisors, LLC. | 100 | $227,373 | $133,949 | -$93,424 | -41.09% |
Keisuke Ichihara Rakuten Securities, Inc. | 23,828 | $23.53M | $32.43M | $8.9M | 37.82% |
Joshua Stipcich Tidemark, LLC | 1 | $635 | $1,363.07 | $728.07 | 114.66% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 265 | $602,538 | $371,885.09 | -$230,652.91 | -38.28% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 330 | $209,662.42 | $446,431.92 | $236,769.5 | 112.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 12 | $7,624 | $16,332.36 | $8,708.36 | 114.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,654 | $186,948.41 | $2.31M | $2.12M | 1,134.06% |