| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,722 | $336,936.22 | $355,179.7 | $18,243.48 | 5.41% |
Craig Silberg EVERPAR ADVISORS LLC | 1,980 | $445,182.73 | $408,394.78 | -$36,787.95 | -8.26% |
Carol Smith Access Investment Management LLC | 2,130 | $404,184.81 | $439,333.78 | $35,148.97 | 8.7% |
Matthew Stead Sachetta, LLC | 38 | $8,565.58 | $7,837.88 | -$727.7 | -8.5% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 106 | $18,079 | $21,863.56 | $3,784.56 | 20.93% |
Chandler te Velde Maia Wealth LLC | 9,453 | $2.06M | $1.95M | -$114,546.27 | -5.55% |
Kelly Richert Clayton Financial Group LLC | 11 | $2,480 | $2,268.86 | -$211.14 | -8.51% |
Alan Gilmore Private Wealth Management Group, LLC | 56 | $8,955.47 | $11,550.56 | $2,595.09 | 28.98% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,051 | $3.56M | $3.31M | -$247,255.79 | -6.95% |
Angela Mari Abich Financial Wealth Management LLC | 856 | $162,589 | $176,558.55 | $13,969.55 | 8.59% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,463 | $277,882 | $301,758.37 | $23,876.37 | 8.59% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,225 | $514,522.52 | $458,928.48 | -$55,594.04 | -10.8% |
Corey Saft Sivia Capital Partners, LLC | 2,054 | $462,992.04 | $423,658.02 | -$39,334.02 | -8.5% |
Kyle Jones Pineridge Advisors LLC | 18 | $3,173 | $3,712.68 | $539.68 | 17.01% |
Douglas E. Morisoli Fairman Group, LLC | 11 | $2,479.45 | $2,268.86 | -$210.59 | -8.49% |
Ian Jameson American Capital Advisory, LLC | 7 | $1,192.95 | $1,443.82 | $250.87 | 21.03% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,965 | $373,232.46 | $405,300.88 | $32,068.42 | 8.59% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 9,204 | $1.75M | $1.9M | $152,765.66 | 8.75% |
Kevyn Hill Hilltop National Bank | 25 | $6,322.25 | $5,156.5 | -$1,165.75 | -18.44% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 10,570 | $2.34M | $2.18M | -$156,140.03 | -6.68% |