| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,165 | $491,224.21 | $524,703.15 | $33,478.94 | 6.82% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,425 | $335,627.71 | $376,611.75 | $40,984.04 | 12.21% |
Matthew Stead Sachetta, LLC | 93 | $7,277.11 | $7,917.09 | $639.98 | 8.79% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 7,640 | $685,996.82 | $650,240.4 | -$35,756.42 | -5.21% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 411 | $32,914 | $34,980.21 | $2,066.21 | 6.28% |
Amy Taylor Pingora Partners LLC | 500 | $38,125 | $42,555 | $4,430 | 11.62% |
Kelly Richert Clayton Financial Group LLC | 37 | $3,155 | $3,149.07 | -$5.93 | -0.19% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 3,312 | $259,032 | $281,884.32 | $22,852.32 | 8.82% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 3,143 | $239,653.99 | $267,500.73 | $27,846.74 | 11.62% |
Alan Gilmore Private Wealth Management Group, LLC | 64 | $4,876.42 | $5,447.04 | $570.62 | 11.7% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 76,386 | $6.57M | $6.5M | -$65,781.98 | -1% |
Anne Wright Lummis Asset Management, LP | 53 | $4,041 | $4,510.83 | $469.83 | 11.63% |
Corey Saft Sivia Capital Partners, LLC | 2,984 | $236,299.66 | $253,968.24 | $17,668.58 | 7.48% |
Todd A. Rustman Clarity Capital Partners LLC | 8,248 | $651,868.63 | $701,987.28 | $50,118.65 | 7.69% |
Kyle Jones Pineridge Advisors LLC | 51 | $3,719.18 | $4,340.61 | $621.43 | 16.71% |
Stacy Creekmur Creekmur Asset Management LLC | 27 | $2,100 | $2,297.97 | $197.97 | 9.43% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 12,783 | $974,730.94 | $1.09M | $113,230.19 | 11.62% |
Douglas E. Morisoli Fairman Group, LLC | 36 | $2,745 | $3,063.96 | $318.96 | 11.62% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 386,867 | $28.96M | $32.93M | $3.97M | 13.7% |
| WL Wealthcollab LLC WealthCollab, LLC | 227 | $16,748.43 | $19,319.97 | $2,571.54 | 15.35% |