| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,683 | $361,888.9 | $336,957.97 | -$24,930.93 | -6.89% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $3,395.86 | $3,265.34 | -$130.52 | -3.84% |
Darin Sadow Freestone Grove Partners LP | 573,503 | $74.91M | $80.73M | $5.82M | 7.77% |
Joel Arber L1 Capital International Pty Ltd | 336,203 | $38.86M | $46.6M | $7.75M | 19.93% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $5,665.16 | $5,777.14 | $111.98 | 1.98% |
Joshua Stipcich Tidemark, LLC | 2 | $261.22 | $254.86 | -$6.36 | -2.43% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 166 | $23,570.5 | $20,847.94 | -$2,722.56 | -11.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,273 | $458,644.3 | $453,670.53 | -$4,973.77 | -1.08% |
Craig Silberg EVERPAR ADVISORS LLC | 2,971 | $410,088.91 | $373,127.89 | -$36,961.02 | -9.01% |
Carol Smith Access Investment Management LLC | 141,409 | $13.21M | $17.76M | $4.55M | 34.47% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 181 | $20,455.15 | $25,477.56 | $5,022.41 | 24.55% |
Christian Scharosch 1248 Management, LLC | 131,165 | $16.28M | $18.18M | $1.9M | 11.67% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,859 | $916,989.68 | $861,421.81 | -$55,567.87 | -6.06% |
David McNeely Darden Wealth Group Inc | 1,700 | $222,037 | $217,523.5 | -$4,513.5 | -2.03% |
Christopher Griffith Stablepoint Partners, LLC | 13,024 | $1.3M | $1.64M | $337,527.89 | 26% |
Alan Gilmore Private Wealth Management Group, LLC | 38 | $4,311.44 | $4,772.42 | $460.98 | 10.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 50,380 | $5.63M | $6.98M | $1.35M | 24.02% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,276 | $215,954.97 | $303,163.2 | $87,208.23 | 40.38% |
Alana Parm MORTON COMMUNITY BANK | 39,395 | $3.79M | $5.55M | $1.76M | 46.32% |
| FTM F. Thomas Mosley Mosley Wealth Management | 536 | $75,157.54 | $67,316.24 | -$7,841.3 | -10.43% |