| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 141 | $9,952.1 | $9,760.02 | -$192.08 | -1.93% |
Keisuke Ichihara Rakuten Securities, Inc. | 254 | $14,085.59 | $17,774.92 | $3,689.33 | 26.19% |
Joshua Stipcich Tidemark, LLC | 5 | $364 | $350 | -$14 | -3.85% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 35,402 | $1.24M | $2.64M | $1.4M | 113.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 125 | $7,514 | $8,753.75 | $1,239.75 | 16.5% |
Christy Clarin Portfolio Design Labs, LLC | 3,282 | $238,874.04 | $244,738.74 | $5,864.7 | 2.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 27,068 | $1.4M | $1.87M | $478,510.66 | 34.3% |
Craig Silberg EVERPAR ADVISORS LLC | 15,797 | $623,280.11 | $1.15M | $526,741.49 | 84.51% |
Matthew Stead Sachetta, LLC | 214 | $9,576.95 | $14,984.28 | $5,407.33 | 56.46% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,121 | $154,366.44 | $146,815.62 | -$7,550.82 | -4.89% |
Neil Greenspan Fielder Capital Group LLC | 4,889 | $217,377.15 | $355,919.2 | $138,542.05 | 63.73% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 19,378 | $1.42M | $1.41M | -$5,283.21 | -0.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,420 | $215,312.28 | $239,656.5 | $24,344.22 | 11.31% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,151 | $396,237.78 | $447,792.8 | $51,555.02 | 13.01% |
Amy Taylor Pingora Partners LLC | 180 | $7,014.59 | $13,422.6 | $6,408.01 | 91.35% |
Christopher Griffith Stablepoint Partners, LLC | 30,809 | $1.15M | $2.3M | $1.14M | 99.17% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 3,211 | $233,683.14 | $225,155.32 | -$8,527.82 | -3.65% |
Alan Gilmore Private Wealth Management Group, LLC | 469 | $23,051.01 | $32,464.18 | $9,413.17 | 40.84% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 7,257 | $266,572.84 | $503,853.51 | $237,280.67 | 89.01% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 5,083 | $218,755.66 | $352,912.69 | $134,157.03 | 61.33% |