| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 67,605 | $363,145.92 | $697,683.6 | $334,537.68 | 92.12% |
Matthew Stead Sachetta, LLC | 312 | $1,097.98 | $2,851.68 | $1,753.7 | 159.72% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 224 | $2,975 | $2,410.24 | -$564.76 | -18.98% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 21,219 | $114,236.32 | $193,941.66 | $79,705.34 | 69.77% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 72,699 | $965,443 | $664,468.86 | -$300,974.14 | -31.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 363,540 | $1.78M | $3.75M | $1.98M | 111.34% |
| FTM F. Thomas Mosley Mosley Wealth Management | 40 | $531 | $365.6 | -$165.4 | -31.15% |
Corey Saft Sivia Capital Partners, LLC | 86,616 | $702,866.76 | $791,670.24 | $88,803.48 | 12.63% |
Angela Pompian Sunpointe, LLC | 22,277 | $115,536.63 | $203,611.78 | $88,075.15 | 76.23% |
Kyle Jones Pineridge Advisors LLC | 250 | $855 | $2,285 | $1,430 | 167.25% |
Ashley Meredith Abel Hall, LLC | 26,355 | $173,168.13 | $240,884.7 | $67,716.57 | 39.1% |
Nitin Kumbhani Accent Capital Management, LLC | 3,593 | $47,715 | $37,079.76 | -$10,635.24 | -22.29% |
| WL Wealthcollab LLC WealthCollab, LLC | 3,315 | $11,337.41 | $31,061.55 | $19,724.14 | 173.97% |
Ian Jameson American Capital Advisory, LLC | 235 | $1,591.37 | $2,147.9 | $556.53 | 34.97% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 15,774 | $209,479 | $144,174.36 | -$65,304.64 | -31.17% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 54,249 | $720,427 | $495,835.86 | -$224,591.14 | -31.17% |
Janice M. Powell Diversify Advisory Services, LLC | 246,386 | $3.21M | $2.31M | -$901,772.76 | -28.09% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 81,854 | $372,078.76 | $880,749.04 | $508,670.28 | 136.71% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 138 | $1,833 | $1,486.26 | -$346.74 | -18.92% |
| HAS Hayley A. Snell LRI Investments, LLC | 18,956 | $113,407.99 | $173,257.84 | $59,849.85 | 52.77% |