| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 258 | $248,970 | $220,061.1 | -$28,908.9 | -11.61% |
William Ramsay Financial Symmetry Inc | 208 | $200,720 | $178,075.04 | -$22,644.96 | -11.28% |
United Advisor Group LLC United Advisor Group, LLC | 856 | $826,044 | $732,847.28 | -$93,196.72 | -11.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 745 | $291,947 | $637,816.85 | $345,869.85 | 118.47% |
CARL LYMANGOOD Petros Family Wealth, LLC | 280 | $270,200 | $239,716.4 | -$30,483.6 | -11.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 52 | $7,505.13 | $44,518.76 | $37,013.63 | 493.18% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,863 | $700,826.91 | $1.59M | $894,143.28 | 127.58% |
Taylor Wagner Valued Wealth Advisors LLC | 15 | $2,988.11 | $12,841.95 | $9,853.84 | 329.77% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 385 | $371,525 | $308,381.15 | -$63,143.85 | -17% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 396 | $382,140 | $339,027.48 | -$43,112.52 | -11.28% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 361 | $348,365 | $351,411.84 | $3,046.84 | 0.87% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $13,997.64 | $18,834.86 | $4,837.22 | 34.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,367 | $1.99M | $2.96M | $966,365.03 | 48.55% |
Sam Tedawes Quantessence Capital LLC | 872 | $341,614.81 | $848,839.68 | $507,224.87 | 148.48% |
Joshua Stipcich Tidemark, LLC | 38 | $3,550.76 | $30,878.8 | $27,328.04 | 769.64% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 246 | $237,390 | $210,607.98 | -$26,782.02 | -11.28% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 300 | $289,500 | $256,839 | -$32,661 | -11.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,814 | $327,055.95 | $1.59M | $1.27M | 387.09% |
Craig Silberg EVERPAR ADVISORS LLC | 1,025 | $358,799.4 | $877,533.25 | $518,733.85 | 144.57% |
Matthew Stead Sachetta, LLC | 50 | $8,532.41 | $42,806.5 | $34,274.09 | 401.69% |