| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 2 | $579 | $469.08 | -$109.92 | -18.98% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 52 | $11,019 | $12,236.12 | $1,217.12 | 11.05% |
Neil Greenspan Fielder Capital Group LLC | 1,039 | $221,160.18 | $236,377.69 | $15,217.51 | 6.88% |
Jennifer Milam Mustard Seed Financial, LLC | 1,200 | $233,208 | $281,904 | $48,696 | 20.88% |
Alan Gilmore Private Wealth Management Group, LLC | 76 | $10,914 | $17,883.56 | $6,969.56 | 63.86% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 14,194 | $2.63M | $3.34M | $709,788.08 | 26.99% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3 | $868 | $686.34 | -$181.66 | -20.93% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3 | $868 | $682.89 | -$185.11 | -21.33% |
Corey Saft Sivia Capital Partners, LLC | 10,472 | $2.05M | $2.38M | $329,662.38 | 16.11% |
Kyle Jones Pineridge Advisors LLC | 26 | $5,193.31 | $5,913.7 | $720.39 | 13.87% |
Nitin Kumbhani Accent Capital Management, LLC | 22 | $6,367 | $5,005.11 | -$1,361.89 | -21.39% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,734 | $266,994.63 | $403,380.42 | $136,385.79 | 51.08% |
Gregg L. Kudisch Gallo Partners, LP | 4,112 | $1.19M | $937,988.32 | -$252,147.68 | -21.19% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,534 | $304,878.6 | $360,075.82 | $55,197.22 | 18.1% |
Donald O. Dempster DLK Investment Management, LLC | 1,738 | $287,479.3 | $408,056.33 | $120,577.03 | 41.94% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,107 | $275,475.56 | $253,956.87 | -$21,518.69 | -7.81% |
Ian Jameson American Capital Advisory, LLC | 18 | $4,394.53 | $4,226.76 | -$167.77 | -3.82% |
Joel W. Lake Capstone Wealth Management, LLC | 1,162 | $336,318 | $270,232.16 | -$66,085.84 | -19.65% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,139 | $325,783.52 | $503,328.09 | $177,544.57 | 54.5% |
Jean-Francois Gonnet Sienna Gestion | 4,121 | $804,558.17 | $955,907.16 | $151,348.99 | 18.81% |