| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah Schmidt Wellington Wealth Strategies, LLC. | 3,244 | $1.49M | $853,820.83 | -$636,440.17 | -42.71% |
Darin Sadow Freestone Grove Partners LP | 9,470 | $2.18M | $2.68M | $505,792.21 | 23.21% |
| CPC Charles P. Cocke Jr LB Partners LLC | 1,685 | $387,685 | $443,492.02 | $55,807.02 | 14.39% |
Curtis Burkholder Bare Financial Services, Inc | 49 | $11,186.26 | $12,896.8 | $1,710.54 | 15.29% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $10,849.11 | $13,899.5 | $3,050.39 | 28.12% |
Joshua Stipcich Tidemark, LLC | 4 | $868 | $1,142.36 | $274.36 | 31.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35 | $16,845.35 | $9,729.65 | -$7,115.7 | -42.24% |
Matthew Stead Sachetta, LLC | 19 | $5,678.5 | $5,000.8 | -$677.7 | -11.93% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 15 | $3,255 | $4,252.35 | $997.35 | 30.64% |
Neil Greenspan Fielder Capital Group LLC | 1,461 | $322,048.75 | $401,614.29 | $79,565.54 | 24.71% |
Jeff Kautz QSV Equity Investors LLC | 1,011 | $371,170.16 | $266,095.21 | -$105,074.95 | -28.31% |
Alan Gilmore Private Wealth Management Group, LLC | 31 | $6,727 | $8,159.2 | $1,432.2 | 21.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 26,483 | $8.42M | $7.36M | -$1.06M | -12.58% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,886 | $626,373.91 | $818,152.11 | $191,778.2 | 30.62% |
Collin Randall Randall & Associates Wealth Management | 1,306 | $284,016.82 | $343,739.21 | $59,722.39 | 21.03% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 59 | $16,966.79 | $15,528.8 | -$1,437.99 | -8.48% |
Corey Saft Sivia Capital Partners, LLC | 10,164 | $2.34M | $2.68M | $336,631.9 | 14.4% |
Kyle Jones Pineridge Advisors LLC | 7 | $3,339 | $1,842.4 | -$1,496.6 | -44.82% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 867 | $202,548.54 | $241,017.33 | $38,468.79 | 18.99% |
| WL Wealthcollab LLC WealthCollab, LLC | 3 | $691 | $856.77 | $165.77 | 23.99% |