| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 61 | $7,438.07 | $5,862.1 | -$1,575.97 | -21.19% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $559 | $506.55 | -$52.45 | -9.38% |
Keisuke Ichihara Rakuten Securities, Inc. | 234 | $21,544.23 | $22,487.4 | $943.17 | 4.38% |
Joshua Stipcich Tidemark, LLC | 127 | $5,342.14 | $12,635.86 | $7,293.72 | 136.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,157 | $616,085.11 | $623,765.67 | $7,680.56 | 1.25% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 335 | $32,205.81 | $33,938.85 | $1,733.04 | 5.38% |
Neil Greenspan Fielder Capital Group LLC | 2,899 | $283,009.63 | $287,087.97 | $4,078.34 | 1.44% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 4,699 | $225,649.62 | $481,177.6 | $255,527.98 | 113.24% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,403 | $1M | $1.02M | $13,525.2 | 1.35% |
Chris Chatto Encompass More Asset Management | 2,609 | $148,869.46 | $259,699.86 | $110,830.4 | 74.45% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 7,882 | $389,834.99 | $806,249.78 | $416,414.79 | 106.82% |
Alan Gilmore Private Wealth Management Group, LLC | 150 | $11,508.67 | $15,196.5 | $3,687.83 | 32.04% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 428 | $41,302 | $42,872.76 | $1,570.76 | 3.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 33,333 | $2.69M | $3.38M | $686,252.71 | 25.5% |
Angela Mari Abich Financial Wealth Management LLC | 350 | $33,775 | $34,202 | $427 | 1.26% |
Anne Wright Lummis Asset Management, LP | 21 | $1,080.76 | $2,118.9 | $1,038.14 | 96.06% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1 | $136 | $96.48 | -$39.52 | -29.06% |
Corey Saft Sivia Capital Partners, LLC | 9,196 | $895,616.32 | $898,033.54 | $2,417.22 | 0.27% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,500 | $103,575 | $151,965 | $48,390 | 46.72% |
Ashley Meredith Abel Hall, LLC | 1,802 | $245,054 | $179,875.64 | -$65,178.36 | -26.6% |