| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 7,402 | $598,442.93 | $770,511.19 | $172,068.26 | 28.75% |
Ann Keitner Quantum Portfolio Management LLC | 1,377 | $155,656 | $145,424.97 | -$10,231.03 | -6.57% |
Owen McCabe Tyche Wealth Partners LLC | 3,875 | $400,672.38 | $409,703.75 | $9,031.37 | 2.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 119 | $8,706.23 | $12,376.59 | $3,670.36 | 42.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,404 | $483,064.42 | $456,959.04 | -$26,105.38 | -5.4% |
Darin Sadow Freestone Grove Partners LP | 13,548 | $1.35M | $1.41M | $57,714.48 | 4.27% |
Wayne Atkins VCI Wealth Management LLC | 20,511 | $2.12M | $2.13M | $9,513.04 | 0.45% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $565 | $518.8 | -$46.2 | -8.18% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $100.41 | $106.07 | $5.66 | 5.64% |
Joshua Stipcich Tidemark, LLC | 4 | $440 | $416 | -$24 | -5.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,693 | $258,673.6 | $280,341.3 | $21,667.7 | 8.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,283 | $129,167.44 | $134,176.14 | $5,008.7 | 3.88% |
Craig Silberg EVERPAR ADVISORS LLC | 2,127 | $234,495.91 | $224,813.26 | -$9,682.65 | -4.13% |
Matthew Stead Sachetta, LLC | 24 | $2,579.95 | $2,498.4 | -$81.55 | -3.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 141 | $15,512.2 | $14,630.16 | -$882.04 | -5.69% |
Alan Gilmore Private Wealth Management Group, LLC | 72 | $5,218.1 | $7,470.72 | $2,252.62 | 43.17% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,815 | $246,487.46 | $295,335.72 | $48,848.26 | 19.82% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 337 | $35,176 | $35,583.83 | $407.83 | 1.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,386 | $2.54M | $3.36M | $816,264.5 | 32.08% |
Anne Wright Lummis Asset Management, LP | 9 | $1,017 | $950.35 | -$66.65 | -6.55% |