| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,015 | $57,158.52 | $70,583.1 | $13,424.58 | 23.49% |
Jeffrey McGrath Cetera Trust Company, N.A | 300 | $17,235 | $20,835 | $3,600 | 20.89% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 308 | $18,138.95 | $21,390.6 | $3,251.65 | 17.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 248 | $13,965 | $17,245.92 | $3,280.92 | 23.49% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,988 | $280,874 | $346,865.52 | $65,991.52 | 23.5% |
Taylor Wagner Valued Wealth Advisors LLC | 47 | $2,960.99 | $3,268.38 | $307.39 | 10.38% |
Steven JE Manders BKM Wealth Management, LLC | 3,433 | $193,312 | $238,421.85 | $45,109.85 | 23.34% |
Darin Sadow Freestone Grove Partners LP | 2,323 | $130,808 | $161,541.42 | $30,733.42 | 23.5% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 6,349 | $364,772.71 | $441,509.46 | $76,736.75 | 21.04% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $1,356.78 | $1,529.44 | $172.66 | 12.73% |
Simon Batten Prevatt Capital Ltd | 395,000 | $21.2M | $27.47M | $6.27M | 29.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 30 | $1,872.7 | $2,085.6 | $212.9 | 11.37% |
Joshua Stipcich Tidemark, LLC | 113 | $6,363 | $7,855.76 | $1,492.76 | 23.46% |
Wynn Capital LLC Wynn Capital, LLC | 2,953 | $216,603 | $205,292.56 | -$11,310.44 | -5.22% |
Rob Dainard Hara Capital LLC | 1,340 | $107,857 | $93,156.8 | -$14,700.2 | -13.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,473 | $669,673.56 | $727,349.85 | $57,676.29 | 8.61% |
Craig Silberg EVERPAR ADVISORS LLC | 3,468 | $254,378 | $241,095.36 | -$13,282.64 | -5.22% |
Matthew Stead Sachetta, LLC | 158 | $9,129.81 | $10,860.92 | $1,731.11 | 18.96% |
Nicole Davis Northwest Financial Advisors | 4,199 | $242,197.58 | $291,914.48 | $49,716.9 | 20.53% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 370 | $20,835 | $25,722.4 | $4,887.4 | 23.46% |