| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 263,738 | $4.86M | $4.99M | $126,312.34 | 2.6% |
James Rankin Modern Wealth Management, LLC | 19,964 | $327,020.75 | $379,914.92 | $52,894.17 | 16.17% |
Ann Keitner Quantum Portfolio Management LLC | 18,356 | $329,089.95 | $346,928.4 | $17,838.45 | 5.42% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,163 | $122,971.74 | $136,427.21 | $13,455.47 | 10.94% |
Jeffrey McGrath Cetera Trust Company, N.A | 9,570 | $182,790.05 | $181,638.6 | -$1,151.45 | -0.63% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 400 | $8,728 | $7,594 | -$1,134 | -12.99% |
Joshua Stipcich Tidemark, LLC | 255 | $4,190 | $4,806.75 | $616.75 | 14.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 30,067 | $597,862.7 | $571,122.66 | -$26,740.04 | -4.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,978 | $62,278.23 | $55,807.72 | -$6,470.51 | -10.39% |
Carol Smith Access Investment Management LLC | 19,233 | $377,173.29 | $367,350.3 | -$9,822.99 | -2.6% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 910 | $14,952 | $17,253.6 | $2,301.6 | 15.39% |
Alan Gilmore Private Wealth Management Group, LLC | 135 | $2,517.77 | $2,559.6 | $41.83 | 1.66% |
David Novak Novak & Powell Financial Services, Inc. | 12,254 | $239,340.96 | $232,519.65 | -$6,821.31 | -2.85% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 2,068 | $39,478.84 | $39,488.46 | $9.62 | 0.02% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 88,990 | $1.63M | $1.69M | $58,777.86 | 3.61% |
Angela Mari Abich Financial Wealth Management LLC | 12,568 | $240,677 | $237,912.24 | -$2,764.76 | -1.15% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 12,037 | $230,515.69 | $228,402.07 | -$2,113.62 | -0.92% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 148 | $2,679.1 | $2,800.9 | $121.8 | 4.55% |
Corey Saft Sivia Capital Partners, LLC | 21,696 | $464,294 | $409,837.44 | -$54,456.56 | -11.73% |
Ashley Meredith Abel Hall, LLC | 10,756 | $180,115.17 | $203,718.64 | $23,603.47 | 13.1% |