| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,871 | $1.63M | $2.58M | $956,028.44 | 58.78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,733 | $531,691.08 | $571,298.32 | $39,607.24 | 7.45% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,020 | $308,555 | $309,201.4 | $646.4 | 0.21% |
Anthony Blagrove Traveka Wealth, LLC | 3,268 | $339,446.62 | $500,232.76 | $160,786.14 | 47.37% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 15,367 | $1.65M | $2.35M | $703,825.6 | 42.7% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,698 | $656,912.03 | $1.03M | $368,350.83 | 56.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 25 | $3,447 | $3,826.75 | $379.75 | 11.02% |
Christy Clarin Portfolio Design Labs, LLC | 1,531 | $211,079 | $234,350.17 | $23,271.17 | 11.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17,483 | $1.99M | $2.68M | $681,819.65 | 34.19% |
Craig Silberg EVERPAR ADVISORS LLC | 2,123 | $294,736.73 | $324,967.61 | $30,230.88 | 10.26% |
Carol Smith Access Investment Management LLC | 93 | $11,254 | $14,235.51 | $2,981.51 | 26.49% |
Matthew Stead Sachetta, LLC | 3,414 | $347,725.79 | $522,478.56 | $174,752.77 | 50.26% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 158 | $24,211 | $24,185.06 | -$25.94 | -0.11% |
Chandler te Velde Maia Wealth LLC | 2,363 | $253,703.74 | $361,704.41 | $108,000.67 | 42.57% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 14,986 | $1.45M | $2.29M | $843,970.2 | 58.21% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,230 | $229,314.31 | $341,279.2 | $111,964.89 | 48.83% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,022 | $676,055.83 | $768,717.54 | $92,661.71 | 13.71% |
Christopher Griffith Stablepoint Partners, LLC | 4,491 | $452,303.08 | $687,437.37 | $235,134.29 | 51.99% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 118,791 | $12.68M | $18.18M | $5.5M | 43.36% |
Anne Wright Lummis Asset Management, LP | 16 | $2,206 | $2,449.12 | $243.12 | 11.02% |