| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 19,649 | $400,554.25 | $374,661.24 | -$25,893.01 | -6.46% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 200 | $3,604 | $3,810 | $206 | 5.72% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,800 | $68,476 | $72,390 | $3,914 | 5.72% |
Steven JE Manders BKM Wealth Management, LLC | 49,994 | $1M | $953,270.59 | -$49,150.94 | -4.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,695 | $33,795.21 | $32,340.6 | -$1,454.61 | -4.3% |
Carol Smith Access Investment Management LLC | 30,675 | $614,420.65 | $585,125.62 | -$29,295.03 | -4.77% |
Matthew Stead Sachetta, LLC | 32 | $641 | $601.28 | -$39.72 | -6.2% |
Chandler te Velde Maia Wealth LLC | 25,812 | $521,716.29 | $492,363.9 | -$29,352.39 | -5.63% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,000 | $333,539 | $343,440 | $9,901 | 2.97% |
Kelly Richert Clayton Financial Group LLC | 529 | $9,533 | $10,090.67 | $557.67 | 5.85% |
Chris Chatto Encompass More Asset Management | 52,055 | $938,031 | $994,510.77 | $56,479.77 | 6.02% |
Christopher Griffith Stablepoint Partners, LLC | 11,431 | $249,721.04 | $218,046.32 | -$31,674.72 | -12.68% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 21,457 | $432,012.74 | $409,292.27 | -$22,720.47 | -5.26% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 459,845 | $9.18M | $8.82M | -$360,933.87 | -3.93% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 33,039 | $680,714.65 | $628,897.36 | -$51,817.29 | -7.61% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 148,428 | $2.82M | $2.85M | $22,422.32 | 0.79% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 8,525 | $173,989 | $163,463.46 | -$10,525.54 | -6.05% |
Kayla Tweedy JBR Co Financial Management Inc | 22,410 | $485,593.72 | $429,711.75 | -$55,881.97 | -11.51% |
Ian Jameson American Capital Advisory, LLC | 8,340 | $168,235.55 | $159,916.16 | -$8,319.39 | -4.95% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 67,506 | $1.45M | $1.3M | -$152,883.57 | -10.54% |