| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CARL LYMANGOOD Petros Family Wealth, LLC | 1,028 | $302,009.96 | $349,540.55 | $47,530.59 | 15.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1 | $272.36 | $340.02 | $67.66 | 24.84% |
Jeffrey McGrath Cetera Trust Company, N.A | 48 | $13,074 | $15,510.24 | $2,436.24 | 18.63% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,923 | $610,110.6 | $653,858.44 | $43,747.84 | 7.17% |
Taylor Wagner Valued Wealth Advisors LLC | 46 | $14,030.6 | $15,640.92 | $1,610.32 | 11.48% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 7,722 | $2.29M | $2.63M | $336,748.53 | 14.71% |
Darin Sadow Freestone Grove Partners LP | 484 | $134,489.08 | $157,212.88 | $22,723.8 | 16.9% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 725 | $272,208 | $240,634.75 | -$31,573.25 | -11.6% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 537 | $201,547 | $174,428.35 | -$27,118.65 | -13.46% |
Curtis Burkholder Bare Financial Services, Inc | 58 | $19,588.97 | $19,721.16 | $132.19 | 0.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 327 | $102,654.6 | $105,663.51 | $3,008.91 | 2.93% |
Joshua Stipcich Tidemark, LLC | 20 | $5,557 | $6,783.4 | $1,226.4 | 22.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $5,002 | $6,120.36 | $1,118.36 | 22.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,163 | $1.56M | $1.67M | $106,339.14 | 6.81% |
Craig Silberg EVERPAR ADVISORS LLC | 1,136 | $389,702.62 | $386,262.71 | -$3,439.91 | -0.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 110 | $31,151.96 | $35,730.2 | $4,578.24 | 14.7% |
Neil Greenspan Fielder Capital Group LLC | 622 | $233,449 | $209,657.54 | -$23,791.46 | -10.19% |
Scott Noble Boomfish Wealth Group, LLC | 3,268 | $908,664.68 | $1.11M | $202,520.64 | 22.29% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 67 | $20,943.16 | $22,781.34 | $1,838.18 | 8.78% |
Christian Scharosch 1248 Management, LLC | 2,854 | $947,578.34 | $922,213.02 | -$25,365.32 | -2.68% |