| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 5,360 | $328,044.4 | $347,917.6 | $19,873.2 | 6.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 46 | $3,547.18 | $3,014.84 | -$532.34 | -15.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,832 | $237,566.99 | $383,570.64 | $146,003.65 | 61.46% |
Taylor Wagner Valued Wealth Advisors LLC | 34 | $2,079.51 | $2,245.02 | $165.51 | 7.96% |
Curtis Burkholder Bare Financial Services, Inc | 241 | $14,151.26 | $15,850.57 | $1,699.31 | 12.01% |
Keisuke Ichihara Rakuten Securities, Inc. | 66 | $3,427.77 | $4,357.98 | $930.21 | 27.14% |
Sam Tedawes Quantessence Capital LLC | 8,880 | $343,922 | $581,731.46 | $237,809.46 | 69.15% |
Joshua Stipcich Tidemark, LLC | 57 | $3,497 | $3,710.13 | $213.13 | 6.09% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 9,600 | $725,416.6 | $628,272 | -$97,144.6 | -13.39% |
Christy Clarin Portfolio Design Labs, LLC | 11,881 | $982,067 | $775,361.19 | -$206,705.81 | -21.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,203 | $464,564.85 | $407,971.31 | -$56,593.54 | -12.18% |
Carol Smith Access Investment Management LLC | 85,515 | $5M | $5.62M | $628,651.9 | 12.58% |
Matthew Stead Sachetta, LLC | 256 | $14,269.54 | $16,770.56 | $2,501.02 | 17.53% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 19 | $1,165.74 | $1,249.63 | $83.89 | 7.2% |
Alan Gilmore Private Wealth Management Group, LLC | 513 | $34,243.42 | $33,740.01 | -$503.41 | -1.47% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 44,138 | $3.35M | $2.9M | -$442,816.3 | -13.24% |
Angela Mari Abich Financial Wealth Management LLC | 1,468 | $98,465 | $95,405.32 | -$3,059.68 | -3.11% |
Anne Wright Lummis Asset Management, LP | 180 | $13,595 | $11,723.04 | -$1,871.96 | -13.77% |
Kyle Jones Pineridge Advisors LLC | 45 | $3,031 | $2,913.52 | -$117.48 | -3.88% |
Nitin Kumbhani Accent Capital Management, LLC | 110 | $4,260 | $7,183 | $2,923 | 68.62% |