| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 40 | $1,430.97 | $1,633.2 | $202.23 | 14.13% |
Darin Sadow Freestone Grove Partners LP | 941,069 | $48.08M | $38.34M | -$9.74M | -20.25% |
Curtis Burkholder Bare Financial Services, Inc | 17 | $648 | $694.11 | $46.11 | 7.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,320 | $212,466.52 | $177,724.8 | -$34,741.72 | -16.35% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,286 | $263,442.42 | $302,988.31 | $39,545.89 | 15.01% |
Matthew Stead Sachetta, LLC | 35 | $1,249.87 | $1,429.05 | $179.18 | 14.34% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 87 | $3,106.2 | $3,544.38 | $438.18 | 14.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,123 | $280,522.45 | $290,832.09 | $10,309.64 | 3.68% |
Alan Gilmore Private Wealth Management Group, LLC | 110 | $4,992.66 | $4,491.3 | -$501.36 | -10.04% |
David P. Cushing nVerses Capital, LLC | 5,963 | $234,881.88 | $243,469.29 | $8,587.41 | 3.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 81,787 | $3.09M | $3.36M | $274,997.89 | 8.9% |
Anne Wright Lummis Asset Management, LP | 1,000 | $47,550 | $40,830 | -$6,720 | -14.13% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 20,437 | $747,874.66 | $834,442.71 | $86,568.05 | 11.58% |
Douglas E. Morisoli Fairman Group, LLC | 328 | $11,987.34 | $13,392.24 | $1,404.9 | 11.72% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,500 | $58,530 | $62,377.5 | $3,847.5 | 6.57% |
Ian Jameson American Capital Advisory, LLC | 8,298 | $312,721.93 | $338,807.34 | $26,085.41 | 8.34% |
Joel W. Lake Capstone Wealth Management, LLC | 5,501 | $209,588 | $224,605.83 | $15,017.83 | 7.17% |
Kevyn Hill Hilltop National Bank | 2,514 | $99,121.31 | $102,646.62 | $3,525.31 | 3.56% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 28,213 | $1.22M | $1.15M | -$71,652.9 | -5.87% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 8,822 | $441,216.95 | $372,729.5 | -$68,487.45 | -15.52% |