| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 561 | $16,241.79 | $12,313.95 | -$3,927.84 | -24.18% |
Thomas Hood Alternative Investment Advisors, LLC. | 9,777 | $223,015.88 | $215,045.11 | -$7,970.77 | -3.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 5,472 | $134,526.56 | $119,344.32 | -$15,182.24 | -11.29% |
Joshua Stipcich Tidemark, LLC | 3,778 | $64,928.28 | $82,398.18 | $17,469.9 | 26.91% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 60,680 | $1.14M | $1.33M | $190,870.81 | 16.73% |
Jaran Day OPINICUS CAPITAL, INC. | 19,292 | $357,695.62 | $424,327.54 | $66,631.92 | 18.63% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 26,709 | $510,858.09 | $582,389.74 | $71,531.65 | 14% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 284,248 | $4.93M | $6.23M | $1.31M | 26.55% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 15,631 | $262,287.78 | $343,491.22 | $81,203.44 | 30.96% |
Rob Dainard Hara Capital LLC | 769 | $16,993.71 | $16,898.77 | -$94.94 | -0.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,065 | $58,435.32 | $45,037.65 | -$13,397.67 | -22.93% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 16,349 | $290,438.04 | $359,269.27 | $68,831.23 | 23.7% |
Dustin Schick Evergreen Private Wealth LLC | 149,288 | $2.62M | $3.28M | $657,130.12 | 25.05% |
Christy Clarin Portfolio Design Labs, LLC | 76,979 | $2.18M | $1.68M | -$498,935.46 | -22.91% |
JORDAN GREEN Valley Financial Group, Inc. | 19,773 | $365,044.28 | $434,511.67 | $69,467.39 | 19.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 145,491 | $3.3M | $3.19M | -$110,388.09 | -3.34% |
Craig Silberg EVERPAR ADVISORS LLC | 23,643 | $531,535.59 | $515,653.83 | -$15,881.76 | -2.99% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 14,826 | $273,807.07 | $325,801.35 | $51,994.28 | 18.99% |
Carol Smith Access Investment Management LLC | 586 | $10,313.6 | $12,780.66 | $2,467.06 | 23.92% |
Matthew Stead Sachetta, LLC | 6,245 | $134,600.6 | $136,234.67 | $1,634.07 | 1.21% |