| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 6,872 | $219,777 | $295,908.32 | $76,131.32 | 34.64% |
Taylor Wagner Valued Wealth Advisors LLC | 1,040 | $22,984 | $44,881.2 | $21,897.2 | 95.27% |
Curtis Burkholder Bare Financial Services, Inc | 937 | $25,940.98 | $40,403.44 | $14,462.46 | 55.75% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,348 | $232,164.77 | $316,037.48 | $83,872.71 | 36.13% |
Matthew Stead Sachetta, LLC | 3,450 | $104,270.81 | $143,830.5 | $39,559.69 | 37.94% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 435 | $14,982 | $18,733.27 | $3,751.27 | 25.04% |
James Morris FMA Wealth Management, LLC | 6,867 | $182,810.06 | $296,105.04 | $113,294.98 | 61.97% |
Jennifer Milam Mustard Seed Financial, LLC | 6,940 | $205,077 | $298,871.1 | $93,794.1 | 45.74% |
Alan Gilmore Private Wealth Management Group, LLC | 896 | $19,802 | $38,536.96 | $18,734.96 | 94.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 75,835 | $2.25M | $3.27M | $1.01M | 45.07% |
Angela Mari Abich Financial Wealth Management LLC | 260 | $8,099 | $11,196.9 | $3,097.9 | 38.25% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,000 | $34,440 | $43,010 | $8,570 | 24.88% |
Corey Saft Sivia Capital Partners, LLC | 14,111 | $464,050.99 | $606,914.11 | $142,863.12 | 30.79% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,182 | $29,538 | $50,837.82 | $21,299.82 | 72.11% |
Nitin Kumbhani Accent Capital Management, LLC | 15,499 | $533,785.56 | $666,147.02 | $132,361.46 | 24.8% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 10,279 | $235,988.77 | $441,791.42 | $205,802.65 | 87.21% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 12,500 | $392,048.12 | $538,250 | $146,201.88 | 37.29% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,740 | $39,296.65 | $74,924.4 | $35,627.75 | 90.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 111,564 | $3.34M | $4.82M | $1.48M | 44.25% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,368 | $55,418 | $59,063.4 | $3,645.4 | 6.58% |