| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 331 | $10,529 | $14,208.17 | $3,679.17 | 34.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,083 | $266,713.55 | $304,498.17 | $37,784.62 | 14.17% |
Craig Silberg EVERPAR ADVISORS LLC | 9,388 | $427,415.35 | $402,979.9 | -$24,435.45 | -5.72% |
Matthew Stead Sachetta, LLC | 429 | $17,942.21 | $18,618.6 | $676.39 | 3.77% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 669 | $33,657 | $28,783.72 | -$4,873.28 | -14.48% |
Neil Greenspan Fielder Capital Group LLC | 6,488 | $230,895.1 | $279,146.2 | $48,251.1 | 20.9% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,677 | $452,994.4 | $588,452.92 | $135,458.52 | 29.9% |
Amy Taylor Pingora Partners LLC | 15,791 | $715,332.3 | $677,828.67 | -$37,503.63 | -5.24% |
Kelly Richert Clayton Financial Group LLC | 116 | $4,250 | $4,990.9 | $740.9 | 17.43% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 30 | $1,122 | $1,289.7 | $167.7 | 14.95% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 10,071 | $456,186.5 | $433,304.77 | -$22,881.73 | -5.02% |
Alan Gilmore Private Wealth Management Group, LLC | 398 | $16,559.08 | $17,110.02 | $550.94 | 3.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 267,267 | $11.23M | $11.54M | $315,423.18 | 2.81% |
Anne Wright Lummis Asset Management, LP | 37,142 | $1.64M | $1.6M | -$40,818.42 | -2.49% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 250 | $9,780 | $10,747.5 | $967.5 | 9.89% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 65,603 | $3.3M | $2.82M | -$480,870.03 | -14.57% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 91 | $3,573.05 | $3,928.01 | $354.96 | 9.93% |
Corey Saft Sivia Capital Partners, LLC | 4,701 | $164,817.37 | $202,095.99 | $37,278.62 | 22.62% |
Angela Pompian Sunpointe, LLC | 18,837 | $947,878 | $809,802.63 | -$138,075.37 | -14.57% |
Kyle Jones Pineridge Advisors LLC | 100 | $3,181 | $4,316.5 | $1,135.5 | 35.7% |