| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,797 | $698,420 | $787,394.79 | $88,974.79 | 12.74% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,774 | $623,328.81 | $786,082.18 | $162,753.37 | 26.11% |
Taylor Wagner Valued Wealth Advisors LLC | 188 | $12,268.56 | $10,729.16 | -$1,539.4 | -12.55% |
Darin Sadow Freestone Grove Partners LP | 883,909 | $57.45M | $51.58M | -$5.87M | -10.22% |
Julie Beswick Advantage Trust Co | 234 | $11,365 | $13,354.38 | $1,989.38 | 17.5% |
Curtis Burkholder Bare Financial Services, Inc | 291 | $15,813.6 | $16,607.37 | $793.77 | 5.02% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,834 | $184,210 | $165,930.7 | -$18,279.3 | -9.92% |
Joshua Stipcich Tidemark, LLC | 210 | $12,464.34 | $11,742.15 | -$722.19 | -5.79% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,714 | $526,370.53 | $554,377.98 | $28,007.45 | 5.32% |
Rob Dainard Hara Capital LLC | 505 | $21,262.95 | $29,618.25 | $8,355.3 | 39.3% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 116 | $4,871.24 | $6,620.12 | $1,748.88 | 35.9% |
Jeremy Edelstein BlackBarn Capital Partners LP | 250,000 | $12.14M | $14.59M | $2.45M | 20.16% |
Christy Clarin Portfolio Design Labs, LLC | 22,680 | $1.07M | $1.33M | $260,076.8 | 24.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,189 | $379,570.18 | $420,915.95 | $41,345.77 | 10.89% |
Matthew Stead Sachetta, LLC | 154 | $8,982.58 | $8,788.78 | -$193.8 | -2.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,292 | $83,717.13 | $75,401.12 | -$8,316.01 | -9.93% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,347 | $347,564 | $305,153.29 | -$42,410.71 | -12.2% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,498 | $333,646.76 | $370,840.86 | $37,194.1 | 11.15% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 377 | $23,315.07 | $21,515.39 | -$1,799.68 | -7.72% |
Amy Taylor Pingora Partners LLC | 800 | $39,841.79 | $46,688 | $6,846.21 | 17.18% |