| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,701 | $569,986.93 | $653,371.9 | $83,384.97 | 14.63% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,620 | $3.06M | $2.22M | -$832,418.57 | -27.24% |
Kelly Richert Clayton Financial Group LLC | 23 | $4,807 | $5,314.49 | $507.49 | 10.56% |
Alan Gilmore Private Wealth Management Group, LLC | 498 | $107,166.04 | $122,089.68 | $14,923.64 | 13.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 37,254 | $9.22M | $9.13M | -$91,350.8 | -0.99% |
Anne Wright Lummis Asset Management, LP | 83 | $20,208.63 | $19,125.69 | -$1,082.94 | -5.36% |
| FTM F. Thomas Mosley Mosley Wealth Management | 7 | $1,361 | $1,702.5 | $341.5 | 25.09% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 7,467 | $1.84M | $1.72M | -$117,421.8 | -6.39% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 214 | $54,605.92 | $51,916.4 | -$2,689.52 | -4.93% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 7 | $2,072 | $1,617.98 | -$454.02 | -21.91% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 4,853 | $943,520 | $1.12M | $178,202.42 | 18.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,546 | $438,783.69 | $357,342.44 | -$81,441.25 | -18.56% |
Columbia Bank Columbia Bank | 5,296 | $1.35M | $1.22M | -$124,946.01 | -9.29% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 36,280 | $11.39M | $8.84M | -$2.54M | -22.34% |
Ian Jameson American Capital Advisory, LLC | 7 | $1,938.05 | $1,705.83 | -$232.22 | -11.98% |
Ryan Visniski Bryce Point Capital, LLC | 1,369 | $434,890 | $315,458.66 | -$119,431.34 | -27.46% |
Janice M. Powell Diversify Advisory Services, LLC | 1,030 | $200,252.6 | $250,774.1 | $50,521.5 | 25.23% |
Jean-Francois Gonnet Sienna Gestion | 45,250 | $8.93M | $10.43M | $1.49M | 16.72% |
Kevyn Hill Hilltop National Bank | 26 | $5,434 | $6,336.1 | $902.1 | 16.6% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 3,384 | $885,158.65 | $825,473.67 | -$59,684.98 | -6.74% |