| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 82 | $3,813.1 | $3,979.46 | $166.36 | 4.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 17 | $743.21 | $825.01 | $81.8 | 11.01% |
Joshua Stipcich Tidemark, LLC | 8 | $405 | $388.24 | -$16.76 | -4.14% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,684 | $539,745.3 | $712,614.52 | $172,869.22 | 32.03% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 25,663 | $965,677.47 | $1.25M | $279,747.92 | 28.97% |
Christy Clarin Portfolio Design Labs, LLC | 4,435 | $224,678 | $215,230.55 | -$9,447.45 | -4.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,013 | $267,912.08 | $291,810.89 | $23,898.81 | 8.92% |
Craig Silberg EVERPAR ADVISORS LLC | 4,600 | $211,361.47 | $223,238 | $11,876.53 | 5.62% |
Matthew Stead Sachetta, LLC | 1,234 | $49,002.87 | $59,886.02 | $10,883.15 | 22.21% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 108 | $5,472 | $5,241.24 | -$230.76 | -4.22% |
Amy Taylor Pingora Partners LLC | 270 | $10,427.65 | $13,103.1 | $2,675.45 | 25.66% |
Kelly Richert Clayton Financial Group LLC | 58 | $2,597 | $2,814.74 | $217.74 | 8.38% |
Christopher Griffith Stablepoint Partners, LLC | 135,507 | $5.11M | $6.58M | $1.47M | 28.68% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 60 | $2,661 | $2,911.8 | $250.8 | 9.43% |
Alan Gilmore Private Wealth Management Group, LLC | 288 | $10,733.62 | $13,976.64 | $3,243.02 | 30.21% |
David P. Cushing nVerses Capital, LLC | 11,771 | $596,318 | $571,246.63 | -$25,071.37 | -4.2% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 41,031 | $1.59M | $1.99M | $403,515.35 | 25.41% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,349 | $244,898.2 | $308,116.97 | $63,218.77 | 25.81% |
Alana Parm MORTON COMMUNITY BANK | 9,192 | $358,113.71 | $446,087.76 | $87,974.05 | 24.57% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,231 | $265,003 | $253,860.43 | -$11,142.57 | -4.2% |