| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 793 | $243,637.69 | $253,656.91 | $10,019.22 | 4.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,742 | $565,030.63 | $557,213.54 | -$7,817.09 | -1.38% |
Anthony Blagrove Traveka Wealth, LLC | 763 | $236,051.44 | $244,060.81 | $8,009.37 | 3.39% |
Cody Gehman Stonebridge Financial Group, LLC | 16,134 | $5.69M | $5.16M | -$525,955.47 | -9.25% |
Curtis Burkholder Bare Financial Services, Inc | 21 | $8,155.35 | $6,717.27 | -$1,438.08 | -17.63% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,917 | $1.14M | $1.25M | $112,261.14 | 9.84% |
Keisuke Ichihara Rakuten Securities, Inc. | 12 | $4,320.61 | $3,838.44 | -$482.17 | -11.16% |
Joshua Stipcich Tidemark, LLC | 275 | $93,649.68 | $87,964.25 | -$5,685.43 | -6.07% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,517 | $1.08M | $1.12M | $49,326.68 | 4.59% |
Rob Dainard Hara Capital LLC | 115 | $41,545 | $36,785.05 | -$4,759.95 | -11.46% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 116 | $40,532.09 | $37,104.92 | -$3,427.17 | -8.46% |
Christy Clarin Portfolio Design Labs, LLC | 3,611 | $1.33M | $1.16M | -$178,084.03 | -13.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,995 | $2.77M | $2.56M | -$216,815.62 | -7.82% |
Craig Silberg EVERPAR ADVISORS LLC | 1,146 | $382,440.34 | $366,571.02 | -$15,869.32 | -4.15% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,269 | $686,987.39 | $725,785.03 | $38,797.64 | 5.65% |
Matthew Stead Sachetta, LLC | 134 | $46,537.35 | $42,862.58 | -$3,674.77 | -7.9% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 472 | $155,032 | $150,978.64 | -$4,053.36 | -2.61% |
Chandler te Velde Maia Wealth LLC | 4,041 | $1.47M | $1.29M | -$174,597.8 | -11.9% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 7,523 | $2.72M | $2.41M | -$312,459.74 | -11.49% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,923 | $1.2M | $1.25M | $57,427.21 | 4.8% |