| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 33,574 | $1.33M | $1.41M | $87,011.66 | 6.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 777 | $35,656.24 | $32,801.05 | -$2,855.19 | -8.01% |
Joshua Stipcich Tidemark, LLC | 136 | $6,241 | $5,654.88 | -$586.12 | -9.39% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,178 | $292,980.68 | $302,445.03 | $9,464.35 | 3.23% |
Andrea Butler Sequent Planning LLC | 8,523 | $370,836.54 | $359,116.6 | -$11,719.94 | -3.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 670 | $29,889.33 | $27,861.95 | -$2,027.38 | -6.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,522 | $289,440.07 | $272,097.84 | -$17,342.23 | -5.99% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,507 | $356,835.93 | $358,825.26 | $1,989.33 | 0.56% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 33,086 | $1.38M | $1.39M | $9,898.37 | 0.72% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 74,950 | $2.9M | $3.16M | $264,571.83 | 9.14% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 790 | $32,390.99 | $33,278.75 | $887.76 | 2.74% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,690 | $484,685 | $449,942.1 | -$34,742.9 | -7.17% |
Michael Herman Apollon Financial, LLC | 27,129 | $1.13M | $1.14M | $18,822.61 | 1.67% |
Kelly Richert Clayton Financial Group LLC | 696 | $27,451 | $29,329.44 | $1,878.44 | 6.84% |
Chris Chatto Encompass More Asset Management | 107,918 | $4.9M | $4.56M | -$344,124.54 | -7.02% |
David McNeely Darden Wealth Group Inc | 6,100 | $279,943.95 | $257,328.5 | -$22,615.45 | -8.08% |
Adam Hill Bey-Douglas LLC | 5,735 | $263,159 | $239,120.82 | -$24,038.18 | -9.13% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 152 | $6,139.28 | $6,402.24 | $262.96 | 4.28% |
Jonathan Chatfield LM Advisors LLC | 35,112 | $1.57M | $1.48M | -$89,456.86 | -5.7% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 459,124 | $18.11M | $19.12M | $1.01M | 5.6% |