| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 8,684 | $712,823.94 | $768,968.2 | $56,144.26 | 7.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 390 | $28,956.83 | $34,534.5 | $5,577.67 | 19.26% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 78 | $5,702.77 | $6,906.9 | $1,204.13 | 21.11% |
One Degree Advisors Inc. One Degree Advisors Inc | 12,752 | $952,963.61 | $1.13M | $176,225.99 | 18.49% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,480 | $408,814.8 | $396,704 | -$12,110.8 | -2.96% |
Darin Sadow Freestone Grove Partners LP | 274,187 | $26.57M | $23.69M | -$2.88M | -10.83% |
Curtis Burkholder Bare Financial Services, Inc | 103 | $9,572.09 | $9,120.65 | -$451.44 | -4.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $291.6 | $257.76 | -$33.84 | -11.6% |
Joshua Stipcich Tidemark, LLC | 1,430 | $107,043.67 | $119,948.4 | $12,904.73 | 12.06% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,406 | $216,492 | $213,051.3 | -$3,440.7 | -1.59% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 34 | $3,304 | $3,010.7 | -$293.3 | -8.88% |
Christy Clarin Portfolio Design Labs, LLC | 5,389 | $475,467.06 | $454,346.59 | -$21,120.47 | -4.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,266 | $793,631.34 | $796,134.72 | $2,503.38 | 0.32% |
Craig Silberg EVERPAR ADVISORS LLC | 2,932 | $219,508.84 | $259,628.6 | $40,119.76 | 18.28% |
Matthew Stead Sachetta, LLC | 108 | $8,916.07 | $9,563.4 | $647.33 | 7.26% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 479 | $46,513.98 | $41,390.39 | -$5,123.59 | -11.02% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,779 | $212,364.3 | $246,080.45 | $33,716.15 | 15.88% |
Amy Taylor Pingora Partners LLC | 400 | $29,385.43 | $34,564 | $5,178.57 | 17.62% |
Christopher Griffith Stablepoint Partners, LLC | 19,693 | $1.51M | $1.74M | $236,498.13 | 15.69% |
Alan Gilmore Private Wealth Management Group, LLC | 1,881 | $157,232.17 | $166,562.55 | $9,330.38 | 5.93% |