| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 17,971 | $1.34M | $1.44M | $100,383.2 | 7.49% |
Taylor Wagner Valued Wealth Advisors LLC | 408 | $31,692.11 | $32,925.6 | $1,233.49 | 3.89% |
Darin Sadow Freestone Grove Partners LP | 1.93M | $144.69M | $152.21M | $7.52M | 5.2% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,155 | $642,432.39 | $734,322.55 | $91,890.16 | 14.3% |
Curtis Burkholder Bare Financial Services, Inc | 81 | $6,294.44 | $6,408.72 | $114.28 | 1.82% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $745 | $807 | $62 | 8.32% |
Joshua Stipcich Tidemark, LLC | 12 | $903 | $943.86 | $40.86 | 4.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,937 | $772,790.76 | $769,421.91 | -$3,368.85 | -0.44% |
Craig Silberg EVERPAR ADVISORS LLC | 4,330 | $317,665.63 | $347,482.5 | $29,816.87 | 9.39% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 555 | $41,682.59 | $43,911.6 | $2,229.01 | 5.35% |
Neil Greenspan Fielder Capital Group LLC | 2,695 | $219,643.22 | $216,273.75 | -$3,369.47 | -1.53% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,056 | $261,570.03 | $244,602.24 | -$16,967.79 | -6.49% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 67 | $4,540 | $5,365.36 | $825.36 | 18.18% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,735 | $371,886.84 | $378,989.4 | $7,102.56 | 1.91% |
David McNeely Darden Wealth Group Inc | 3,133 | $212,260.99 | $251,156.94 | $38,895.95 | 18.32% |
Christopher Griffith Stablepoint Partners, LLC | 22,161 | $1.58M | $1.78M | $202,775.56 | 12.86% |
Alan Gilmore Private Wealth Management Group, LLC | 1,238 | $91,504.23 | $97,950.56 | $6,446.33 | 7.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 99,923 | $7.36M | $7.91M | $542,938.33 | 7.37% |
Anne Wright Lummis Asset Management, LP | 40,274 | $2.95M | $3.25M | $299,634.88 | 10.15% |
Alana Parm MORTON COMMUNITY BANK | 4,200 | $320,336.13 | $332,325 | $11,988.87 | 3.74% |