| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 517 | $243,225.71 | $234,330.25 | -$8,895.46 | -3.66% |
Curtis Burkholder Bare Financial Services, Inc | 11 | $4,682.89 | $4,983.11 | $300.22 | 6.41% |
Keisuke Ichihara Rakuten Securities, Inc. | 20 | $8,000.42 | $9,022.4 | $1,021.98 | 12.77% |
Joshua Stipcich Tidemark, LLC | 23 | $9,872.25 | $10,389.1 | $516.85 | 5.24% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,891 | $774,095.98 | $854,410.53 | $80,314.55 | 10.38% |
Rob Dainard Hara Capital LLC | 8 | $3,721 | $3,614.64 | -$106.36 | -2.86% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 52 | $23,300.82 | $23,470.72 | $169.9 | 0.73% |
Christy Clarin Portfolio Design Labs, LLC | 1,191 | $495,524.99 | $540,547.26 | $45,022.27 | 9.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,540 | $1.97M | $2.05M | $76,346.51 | 3.87% |
Craig Silberg EVERPAR ADVISORS LLC | 919 | $415,427.07 | $415,728.03 | $300.96 | 0.07% |
Carol Smith Access Investment Management LLC | 60 | $26,712 | $27,193.2 | $481.2 | 1.8% |
Matthew Stead Sachetta, LLC | 49 | $22,986.65 | $22,170.05 | -$816.6 | -3.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 122 | $54,575 | $55,095.2 | $520.2 | 0.95% |
Neil Greenspan Fielder Capital Group LLC | 576 | $260,289.95 | $260,737.92 | $447.97 | 0.17% |
Scott Noble Boomfish Wealth Group, LLC | 6,463 | $2.62M | $2.91M | $296,286.04 | 11.32% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 493 | $167,720.29 | $222,554.99 | $54,834.7 | 32.69% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 125 | $55,493.52 | $56,378.75 | $885.23 | 1.6% |
Christian Scharosch 1248 Management, LLC | 1,343 | $562,497.2 | $607,895.52 | $45,398.32 | 8.07% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,022 | $400,255.93 | $461,116.18 | $60,860.25 | 15.21% |
Amy Taylor Pingora Partners LLC | 65 | $27,170.89 | $29,349.45 | $2,178.56 | 8.02% |