| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 159 | $219,259 | $234,218.13 | $14,959.13 | 6.82% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 27 | $37,233 | $39,994.29 | $2,761.29 | 7.42% |
Neil Greenspan Fielder Capital Group LLC | 193 | $272,174.48 | $282,225.83 | $10,051.35 | 3.69% |
Chandler te Velde Maia Wealth LLC | 161 | $150,259.69 | $235,386.83 | $85,127.14 | 56.65% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 320 | $634,396.63 | $466,876.8 | -$167,519.83 | -26.41% |
David McNeely Darden Wealth Group Inc | 270 | $274,273.44 | $396,385.65 | $122,112.21 | 44.52% |
Adam Hill Bey-Douglas LLC | 250 | $344,751 | $360,900 | $16,149 | 4.68% |
Alan Gilmore Private Wealth Management Group, LLC | 10 | $2,056.87 | $14,812.7 | $12,755.83 | 620.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,119 | $2.3M | $10.55M | $8.25M | 358.6% |
Dennis R. Plyler FCG Investment Co | 1,459 | $2.8M | $2.16M | -$638,086.82 | -22.8% |
Ryan M Palmer Optimist Retirement Group LLC | 381 | $324,804.74 | $564,264.81 | $239,460.07 | 73.72% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 284 | $263,655.3 | $411,507.48 | $147,852.18 | 56.08% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 27 | $5,553 | $39,525.84 | $33,972.84 | 611.79% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1 | $304.12 | $1,432.62 | $1,128.5 | 371.07% |
Corey Saft Sivia Capital Partners, LLC | 2,592 | $2.07M | $3.78M | $1.71M | 82.32% |
Brandon Hobson Silver Coast Investments LLC | 150 | $123,777.22 | $219,796.5 | $96,019.28 | 77.57% |
Kyle Jones Pineridge Advisors LLC | 1 | $424.07 | $1,458.23 | $1,034.16 | 243.87% |
Ashley Meredith Abel Hall, LLC | 601 | $392,225.23 | $870,596.58 | $478,371.35 | 121.96% |
Gregg L. Kudisch Gallo Partners, LP | 1,949 | $1.53M | $2.82M | $1.29M | 83.89% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 301 | $322,370.58 | $447,147.54 | $124,776.96 | 38.71% |