| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,680 | $1.23M | $1.23M | $7,177.59 | 0.59% |
Taylor Wagner Valued Wealth Advisors LLC | 1 | $582 | $460 | -$122 | -20.96% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,477 | $10.87M | $9.51M | -$1.36M | -12.47% |
Anthony Blagrove Traveka Wealth, LLC | 550 | $270,138.94 | $255,535.5 | -$14,603.44 | -5.41% |
Curtis Burkholder Bare Financial Services, Inc | 26 | $12,697.11 | $11,987.56 | -$709.55 | -5.59% |
Kevin Stillman Evernest Financial Advisors, LLC | 385 | $224,702.96 | $177,215.5 | -$47,487.46 | -21.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $1,738.5 | $1,393.32 | -$345.18 | -19.86% |
Joshua Stipcich Tidemark, LLC | 19 | $9,434.35 | $8,827.59 | -$606.76 | -6.43% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,364 | $1.24M | $1.1M | -$140,058.89 | -11.3% |
Rob Dainard Hara Capital LLC | 910 | $483,019 | $421,621.2 | -$61,397.8 | -12.71% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 99 | $47,326.44 | $45,529.11 | -$1,797.33 | -3.8% |
Dustin Schick Evergreen Private Wealth LLC | 13,450 | $7.02M | $6.25M | -$770,667.45 | -10.98% |
Christy Clarin Portfolio Design Labs, LLC | 2,891 | $1.42M | $1.34M | -$80,347.17 | -5.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,264 | $3.4M | $2.88M | -$515,256.47 | -15.16% |
Craig Silberg EVERPAR ADVISORS LLC | 1,386 | $738,877.82 | $643,949.46 | -$94,928.36 | -12.85% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,115 | $591,599.81 | $520,080.6 | -$71,519.21 | -12.09% |
Matthew Stead Sachetta, LLC | 132 | $71,083.1 | $60,759.6 | -$10,323.5 | -14.52% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 132 | $64,883 | $61,308.72 | -$3,574.28 | -5.51% |
Neil Greenspan Fielder Capital Group LLC | 614 | $301,962.09 | $282,372.46 | -$19,589.63 | -6.49% |
Scott Noble Boomfish Wealth Group, LLC | 5,698 | $2.84M | $2.62M | -$218,366.87 | -7.69% |