| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,115 | $250,761 | $236,057.25 | -$14,703.75 | -5.86% |
Taylor Wagner Valued Wealth Advisors LLC | 87 | $3,514.65 | $4,029.84 | $515.19 | 14.66% |
Curtis Burkholder Bare Financial Services, Inc | 3,507 | $147,519.55 | $162,128.61 | $14,609.06 | 9.9% |
Keisuke Ichihara Rakuten Securities, Inc. | 163 | $7,105.09 | $7,512.67 | $407.58 | 5.74% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 6,004 | $275,475.2 | $275,883.8 | $408.6 | 0.15% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 500 | $21,772.17 | $23,180 | $1,407.83 | 6.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,718 | $695,453.18 | $771,535.7 | $76,082.52 | 10.94% |
Matthew Stead Sachetta, LLC | 601 | $21,668.38 | $27,736.15 | $6,067.77 | 28% |
Ellwood Derricks Partnership Wealth Management, LLC | 13,467 | $468,786 | $621,367.38 | $152,581.38 | 32.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 406 | $19,903 | $18,736.9 | -$1,166.1 | -5.86% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,082 | $264,132.07 | $280,562.66 | $16,430.59 | 6.22% |
Michael Herman Apollon Financial, LLC | 6,035 | $295,839 | $279,541.2 | -$16,297.8 | -5.51% |
Alan Gilmore Private Wealth Management Group, LLC | 1,119 | $44,654.84 | $51,630.66 | $6,975.82 | 15.62% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 113,900 | $4.33M | $5.33M | $999,047.92 | 23.07% |
Dennis R. Plyler FCG Investment Co | 5,362 | $240,911.11 | $245,633.22 | $4,722.11 | 1.96% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 24,648 | $974,920.55 | $1.14M | $162,584.65 | 16.68% |
Alana Parm MORTON COMMUNITY BANK | 9,601 | $372,567.47 | $439,821.81 | $67,254.34 | 18.05% |
Stacy Creekmur Creekmur Asset Management LLC | 131 | $4,724.08 | $6,044.34 | $1,320.26 | 27.95% |
Addis & Hill Inc. Addis & Hill, Inc | 9,884 | $400,796.2 | $452,786.04 | $51,989.84 | 12.97% |
Douglas E. Morisoli Fairman Group, LLC | 342 | $12,616.8 | $15,667.02 | $3,050.22 | 24.18% |