| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 93 | $14,501.37 | $15,276.64 | $775.27 | 5.35% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 37 | $6,723.68 | $6,066.15 | -$657.53 | -9.78% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,661 | $454,427.95 | $443,668.53 | -$10,759.42 | -2.37% |
Alan Gilmore Private Wealth Management Group, LLC | 62 | $7,728.13 | $10,164.9 | $2,436.77 | 31.53% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,065 | $2.81M | $3.78M | $966,605.6 | 34.34% |
Anne Wright Lummis Asset Management, LP | 1,128 | $131,017.33 | $187,885.32 | $56,867.99 | 43.4% |
| FTM F. Thomas Mosley Mosley Wealth Management | 62 | $11,452.64 | $10,375.08 | -$1,077.56 | -9.41% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 683 | $92,600.35 | $114,262.48 | $21,662.13 | 23.39% |
Corey Saft Sivia Capital Partners, LLC | 6,351 | $1.12M | $1.06M | -$65,185.4 | -5.8% |
Kyle Jones Pineridge Advisors LLC | 32 | $5,493 | $5,335.04 | -$157.96 | -2.88% |
Jay S. Arce Taylor Financial Group, Inc. | 4,455 | $516,335 | $730,753.65 | $214,418.65 | 41.53% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,797 | $310,746 | $299,667.72 | -$11,078.28 | -3.57% |
Ashley Meredith Abel Hall, LLC | 1,163 | $200,350 | $191,080.9 | -$9,269.1 | -4.63% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 8 | $1,478 | $1,332.04 | -$145.96 | -9.88% |
Gregg L. Kudisch Gallo Partners, LP | 6,432 | $1.19M | $1.07M | -$113,975.57 | -9.59% |
Michael Bailey MGB Wealth Management, LLC | 2,031 | $239,873.44 | $338,161.5 | $98,288.06 | 40.97% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,919 | $306,194.85 | $319,532.69 | $13,337.84 | 4.36% |
Kayla Tweedy JBR Co Financial Management Inc | 3,845 | $445,635.35 | $636,808.9 | $191,173.55 | 42.9% |
Ian Jameson American Capital Advisory, LLC | 4 | $666 | $655.8 | -$10.2 | -1.53% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,533 | $252,451.16 | $251,335.35 | -$1,115.81 | -0.44% |