| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 587 | $16,196.54 | $19,318.17 | $3,121.63 | 19.27% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,602 | $53,709.63 | $52,577.64 | -$1,131.99 | -2.11% |
Neil Greenspan Fielder Capital Group LLC | 9,657 | $269,437.46 | $322,833.51 | $53,396.05 | 19.82% |
Chandler te Velde Maia Wealth LLC | 9,477 | $260,522.73 | $316,057.95 | $55,535.22 | 21.32% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 22,468 | $748,994.15 | $749,307.8 | $313.65 | 0.04% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,944 | $261,507.05 | $457,363.2 | $195,856.15 | 74.9% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 225 | $7,194 | $7,503.75 | $309.75 | 4.31% |
Christian Scharosch 1248 Management, LLC | 2,495 | $71,636.2 | $83,208.25 | $11,572.05 | 16.15% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 35,863 | $717,164.66 | $1.2M | $478,866.39 | 66.77% |
Amy Taylor Pingora Partners LLC | 53,250 | $939,330 | $1.78M | $840,817.5 | 89.51% |
Christopher Griffith Stablepoint Partners, LLC | 215,632 | $4.31M | $7.21M | $2.89M | 67.11% |
Alan Gilmore Private Wealth Management Group, LLC | 1,209 | $29,367.4 | $39,679.38 | $10,311.98 | 35.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 239,351 | $5.07M | $7.86M | $2.78M | 54.89% |
Anne Wright Lummis Asset Management, LP | 1,500 | $42,795 | $50,145 | $7,350 | 17.17% |
| FTM F. Thomas Mosley Mosley Wealth Management | 15,225 | $429,521.91 | $499,456.12 | $69,934.21 | 16.28% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,947 | $512,981.49 | $552,641.67 | $39,660.18 | 7.73% |
Tammy Trenta FF Advisors,LLC | 6,317 | $201,954 | $210,671.95 | $8,717.95 | 4.32% |
Kevin Kuhn Kuhn & Co Investment Counsel | 9,302 | $273,613.22 | $310,221.7 | $36,608.48 | 13.38% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 308 | $8,357.49 | $10,123.96 | $1,766.47 | 21.14% |
Corey Saft Sivia Capital Partners, LLC | 23,078 | $634,911.58 | $769,651.3 | $134,739.72 | 21.22% |