| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 49 | $14,345 | $18,282.39 | $3,937.39 | 27.45% |
Neil Greenspan Fielder Capital Group LLC | 1,103 | $512,989.88 | $411,540.32 | -$101,449.56 | -19.78% |
Chandler te Velde Maia Wealth LLC | 4,103 | $1.95M | $1.53M | -$420,902.35 | -21.57% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 889 | $311,649.73 | $331,694.78 | $20,045.05 | 6.43% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 637 | $226,106.24 | $237,671.06 | $11,564.82 | 5.11% |
Kelly Richert Clayton Financial Group LLC | 13 | $4,558 | $4,850.43 | $292.43 | 6.42% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 942 | $444,209.61 | $351,469.61 | -$92,740 | -20.88% |
Jonathan Chatfield LM Advisors LLC | 236 | $76,228 | $88,053.96 | $11,825.96 | 15.51% |
Alan Gilmore Private Wealth Management Group, LLC | 54 | $20,050.61 | $20,147.94 | $97.33 | 0.49% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 31,213 | $15.01M | $11.65M | -$3.36M | -22.39% |
| FTM F. Thomas Mosley Mosley Wealth Management | 8 | $2,342 | $2,984.88 | $642.88 | 27.45% |
BRIANNE SHERGILL Exome Asset Management LLC | 14,677 | $5.15M | $5.48M | $331,113.01 | 6.44% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,067 | $495,047.5 | $398,108.36 | -$96,939.14 | -19.58% |
Brian Distler Lakeridge Wealth Management LLC | 779 | $358,233.51 | $290,652.68 | -$67,580.83 | -18.87% |
Jay S. Arce Taylor Financial Group, Inc. | 1,740 | $820,514.06 | $649,211.38 | -$171,302.68 | -20.88% |
| CI CacheTech Inc. CacheTech Inc. | 695 | $354,269.32 | $259,311.44 | -$94,957.88 | -26.8% |
| WL Wealthcollab LLC WealthCollab, LLC | 91 | $35,741.99 | $33,953.01 | -$1,788.98 | -5.01% |
Ian Jameson American Capital Advisory, LLC | 8 | $2,907.37 | $2,984.88 | $77.51 | 2.67% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 923 | $332,025.18 | $344,380.52 | $12,355.34 | 3.72% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $709,140.21 | $563,769.19 | -$145,371.02 | -20.5% |