| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 757 | $31,495.5 | $34,163.41 | $2,667.91 | 8.47% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 544 | $27,368.32 | $24,942.4 | -$2,425.92 | -8.86% |
Neil Greenspan Fielder Capital Group LLC | 12,476 | $478,321.99 | $537,840.36 | $59,518.37 | 12.44% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,677 | $452,994.4 | $617,243.01 | $164,248.61 | 36.26% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,719 | $318,949 | $348,358.47 | $29,409.47 | 9.22% |
Amy Taylor Pingora Partners LLC | 110,705 | $4.64M | $5.08M | $438,645.13 | 9.46% |
Chris Chatto Encompass More Asset Management | 5,720 | $236,370 | $258,143.6 | $21,773.6 | 9.21% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 30 | $1,122 | $1,353.9 | $231.9 | 20.67% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 10,141 | $459,078.9 | $454,925.26 | -$4,153.64 | -0.9% |
Alan Gilmore Private Wealth Management Group, LLC | 567 | $23,542.32 | $25,588.71 | $2,046.39 | 8.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 367,601 | $15.38M | $16.49M | $1.11M | 7.25% |
Anne Wright Lummis Asset Management, LP | 37,142 | $1.64M | $1.68M | $36,994.07 | 2.26% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 250 | $9,780 | $11,340 | $1,560 | 15.95% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 65,506 | $3.3M | $2.97M | -$324,909.8 | -9.86% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 169 | $6,795.98 | $7,626.97 | $830.99 | 12.23% |
Angela Pompian Sunpointe, LLC | 23,450 | $1.14M | $1.06M | -$80,188.66 | -7.04% |
Kyle Jones Pineridge Advisors LLC | 100 | $3,181 | $4,513 | $1,332 | 41.87% |
| WL Wealthcollab LLC WealthCollab, LLC | 51 | $1,789 | $2,191.47 | $402.47 | 22.5% |
Ian Jameson American Capital Advisory, LLC | 47 | $1,856.62 | $2,121.11 | $264.49 | 14.25% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 92,210 | $3.81M | $4.16M | $351,301.3 | 9.22% |