| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 3,285 | $231,024.95 | $364,175.1 | $133,150.15 | 57.63% |
PETER KRUSSEL Southland Equity Partners LLC | 2,811 | $128,554.56 | $311,627.46 | $183,072.9 | 142.41% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,348 | $240,404.44 | $260,299.28 | $19,894.84 | 8.28% |
Darin Sadow Freestone Grove Partners LP | 4,753 | $600,351 | $528,604.89 | -$71,746.11 | -11.95% |
Curtis Burkholder Bare Financial Services, Inc | 6 | $613 | $676.08 | $63.08 | 10.29% |
Joshua Stipcich Tidemark, LLC | 128 | $9,053.99 | $14,126.08 | $5,072.09 | 56.02% |
JORDAN GREEN Valley Financial Group, Inc. | 1,998 | $204,075.99 | $222,177.6 | $18,101.61 | 8.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,650 | $176,798.34 | $182,919 | $6,120.66 | 3.46% |
Matthew Stead Sachetta, LLC | 118 | $10,633.97 | $13,099.18 | $2,465.21 | 23.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 108 | $11,975.28 | $12,169.44 | $194.16 | 1.62% |
Neil Greenspan Fielder Capital Group LLC | 2,463 | $252,229.45 | $273,048.18 | $20,818.73 | 8.25% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,912 | $403,036.01 | $433,684.32 | $30,648.31 | 7.6% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 11,931 | $715,622.58 | $1.3M | $589,032.27 | 82.31% |
Alan Gilmore Private Wealth Management Group, LLC | 1 | $119 | $112.68 | -$6.32 | -5.31% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 5,015 | $350,950.18 | $564,237.65 | $213,287.47 | 60.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 38,410 | $2.92M | $4.33M | $1.41M | 48.33% |
| FTM F. Thomas Mosley Mosley Wealth Management | 114 | $11,621.44 | $12,479.58 | $858.14 | 7.38% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 121 | $10,844 | $13,414.06 | $2,570.06 | 23.7% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 284 | $24,435.36 | $31,302.48 | $6,867.12 | 28.1% |
Corey Saft Sivia Capital Partners, LLC | 5,750 | $560,739.93 | $637,445 | $76,705.07 | 13.68% |