| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,840 | $700,798.76 | $844,932 | $144,133.24 | 20.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,705 | $494,400.11 | $649,472.35 | $155,072.24 | 31.37% |
Taylor Wagner Valued Wealth Advisors LLC | 188 | $12,268.56 | $11,729.32 | -$539.24 | -4.4% |
Darin Sadow Freestone Grove Partners LP | 883,909 | $57.45M | $53.73M | -$3.73M | -6.48% |
Julie Beswick Advantage Trust Co | 234 | $11,365 | $14,313.78 | $2,948.78 | 25.95% |
Curtis Burkholder Bare Financial Services, Inc | 291 | $15,813.6 | $17,654.97 | $1,841.37 | 11.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,834 | $184,210 | $176,813.26 | -$7,396.74 | -4.02% |
Joshua Stipcich Tidemark, LLC | 210 | $12,464.34 | $12,763.8 | $299.46 | 2.4% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,714 | $526,370.53 | $605,085.06 | $78,714.53 | 14.95% |
Rob Dainard Hara Capital LLC | 505 | $21,262.95 | $31,158.5 | $9,895.55 | 46.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 116 | $4,871.24 | $7,053.38 | $2,182.14 | 44.8% |
Jeremy Edelstein BlackBarn Capital Partners LP | 250,000 | $12.14M | $15.54M | $3.39M | 27.94% |
Christy Clarin Portfolio Design Labs, LLC | 22,680 | $1.07M | $1.38M | $312,014 | 29.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,189 | $379,570.18 | $441,476.49 | $61,906.31 | 16.31% |
Matthew Stead Sachetta, LLC | 154 | $8,982.58 | $9,363.97 | $381.39 | 4.25% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,292 | $83,717.13 | $78,385.64 | -$5,331.49 | -6.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,499 | $333,702.08 | $405,765.06 | $72,062.98 | 21.6% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 377 | $23,315.07 | $23,507.83 | $192.76 | 0.83% |
Amy Taylor Pingora Partners LLC | 800 | $39,841.79 | $49,116 | $9,274.21 | 23.28% |
Chris Chatto Encompass More Asset Management | 6,266 | $296,896.55 | $390,873.08 | $93,976.53 | 31.65% |