| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 103,195 | $9.21M | $9.77M | $560,191.66 | 6.08% |
David Vollmer PFS Partners, LLC | 100 | $22,014 | $9,478 | -$12,536 | -56.95% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,628 | $139,138.54 | $152,681.98 | $13,543.44 | 9.73% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $14,566 | $9,497 | -$5,069 | -34.8% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 82 | $11,886 | $7,785.9 | -$4,100.1 | -34.5% |
Jonathon Gold Gold Investment Management Ltd. | 46 | $6,700.67 | $4,389.78 | -$2,310.89 | -34.49% |
Julie Beswick Advantage Trust Co | 100 | $14,566 | $9,545 | -$5,021 | -34.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 52 | $4,962.34 | $4,949.83 | -$12.51 | -0.25% |
Joshua Stipcich Tidemark, LLC | 86 | $9,619.93 | $8,074.54 | -$1,545.39 | -16.06% |
Wynn Capital LLC Wynn Capital, LLC | 6,506 | $780,007.89 | $611,043.52 | -$168,964.37 | -21.66% |
Rob Dainard Hara Capital LLC | 1,050 | $137,473.63 | $99,708 | -$37,765.63 | -27.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,098 | $428,085.8 | $385,048.08 | -$43,037.72 | -10.05% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 48 | $3,859 | $4,510.08 | $651.08 | 16.87% |
Neil Greenspan Fielder Capital Group LLC | 2,942 | $236,478 | $279,372.32 | $42,894.32 | 18.14% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,086 | $1.74M | $1.62M | -$121,444.8 | -6.97% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 120,601 | $14.03M | $11.33M | -$2.7M | -19.23% |
Angela Mari Abich Financial Wealth Management LLC | 125 | $11,929 | $11,845 | -$84 | -0.7% |
| FTM F. Thomas Mosley Mosley Wealth Management | 12 | $893.4 | $1,138.68 | $245.28 | 27.45% |
Ryan M Palmer Optimist Retirement Group LLC | 2,578 | $207,220 | $242,215.99 | $34,995.99 | 16.89% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 467 | $49,958.46 | $44,327.64 | -$5,630.82 | -11.27% |