| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 520 | $85,467.38 | $72,716.8 | -$12,750.58 | -14.92% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,947 | $819,732.31 | $843,195.39 | $23,463.08 | 2.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 448 | $70,462 | $63,356.16 | -$7,105.84 | -10.08% |
Neil Greenspan Fielder Capital Group LLC | 2,538 | $330,088.56 | $358,923.96 | $28,835.4 | 8.74% |
Scott Noble Boomfish Wealth Group, LLC | 18,435 | $2.46M | $2.61M | $151,223.6 | 6.14% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,873 | $1.08M | $971,979.66 | -$112,135.24 | -10.34% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 140 | $24,150 | $19,798.8 | -$4,351.2 | -18.02% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 39,343 | $6.8M | $5.58M | -$1.22M | -17.92% |
Kelly Richert Clayton Financial Group LLC | 854 | $138,314 | $120,772.68 | -$17,541.32 | -12.68% |
Michael Kahn Triavera Capital LLC | 59,469 | $8.98M | $8.41M | -$571,908.34 | -6.37% |
Alan Gilmore Private Wealth Management Group, LLC | 177 | $25,472.64 | $25,054.35 | -$418.29 | -1.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 102,690 | $14.44M | $14.6M | $159,061.83 | 1.1% |
Angela Mari Abich Financial Wealth Management LLC | 8 | $1,348 | $1,131.36 | -$216.64 | -16.07% |
Anne Wright Lummis Asset Management, LP | 15 | $2,359 | $2,121.3 | -$237.7 | -10.08% |
Alana Parm MORTON COMMUNITY BANK | 27,373 | $3.66M | $3.87M | $215,307.79 | 5.89% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 190 | $30,521.94 | $26,894.5 | -$3,627.44 | -11.88% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 184 | $29,989.19 | $26,146.4 | -$3,842.79 | -12.81% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 20 | $3,239 | $2,831 | -$408 | -12.6% |
| STY Samer T. Yaghnam Unisphere Establishment | 68,000 | $11.24M | $9.63M | -$1.62M | -14.38% |
Kyle Jones Pineridge Advisors LLC | 74 | $10,329.53 | $10,515.4 | $185.87 | 1.8% |