| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,922 | $218,993.87 | $217,784.68 | -$1,209.19 | -0.55% |
Taylor Wagner Valued Wealth Advisors LLC | 182 | $3,394.28 | $3,638.18 | $243.9 | 7.19% |
Curtis Burkholder Bare Financial Services, Inc | 824 | $16,947.98 | $16,430.56 | -$517.42 | -3.05% |
Keisuke Ichihara Rakuten Securities, Inc. | 443 | $9,353.44 | $8,855.57 | -$497.87 | -5.32% |
Christy Clarin Portfolio Design Labs, LLC | 18,481 | $362,700.91 | $372,484.55 | $9,783.64 | 2.7% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 30,565 | $518,509.53 | $604,881.35 | $86,371.82 | 16.66% |
Matthew Stead Sachetta, LLC | 1,861 | $34,781.16 | $37,322.35 | $2,541.19 | 7.31% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,241 | $64,982.44 | $64,625.54 | -$356.9 | -0.55% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 22,849 | $402,161.36 | $457,208.49 | $55,047.13 | 13.69% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 34 | $543.45 | $680.34 | $136.89 | 25.19% |
Alan Gilmore Private Wealth Management Group, LLC | 359 | $5,181.82 | $7,158.46 | $1,976.64 | 38.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 207,728 | $3.17M | $4.14M | $971,784.98 | 30.65% |
Kevin Kuhn Kuhn & Co Investment Counsel | 13,626 | $214,487.14 | $274,904.55 | $60,417.41 | 28.17% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 51,474 | $1.19M | $1.03M | -$154,164.93 | -12.99% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 130 | $2,264.64 | $2,592.85 | $328.21 | 14.49% |
Corey Saft Sivia Capital Partners, LLC | 62,533 | $1.29M | $1.25M | -$40,409.89 | -3.14% |
Ashley Meredith Abel Hall, LLC | 16,812 | $337,251.85 | $336,912.48 | -$339.37 | -0.1% |
Douglas E. Morisoli Fairman Group, LLC | 900 | $15,426 | $18,022.5 | $2,596.5 | 16.83% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 502,638 | $9.39M | $10.05M | $653,429.6 | 6.96% |
Ian Jameson American Capital Advisory, LLC | 1,991 | $34,451.87 | $39,710.49 | $5,258.62 | 15.26% |