| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,165 | $554,732.46 | $501,341.05 | -$53,391.41 | -9.62% |
Craig Silberg EVERPAR ADVISORS LLC | 2,908 | $285,986 | $339,770.72 | $53,784.72 | 18.81% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,951 | $346,132.51 | $357,602.18 | $11,469.67 | 3.31% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 474 | $67,227.37 | $57,837.48 | -$9,389.89 | -13.97% |
Neil Greenspan Fielder Capital Group LLC | 2,821 | $325,974.42 | $334,683.44 | $8,709.02 | 2.67% |
Scott Noble Boomfish Wealth Group, LLC | 12,094 | $1.45M | $1.41M | -$32,449.98 | -2.24% |
Christian Scharosch 1248 Management, LLC | 69 | $10,645 | $8,305.53 | -$2,339.47 | -21.98% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,892 | $749,637.62 | $688,421.28 | -$61,216.34 | -8.17% |
Amy Taylor Pingora Partners LLC | 1,000 | $119,110 | $122,020 | $2,910 | 2.44% |
Michael Herman Apollon Financial, LLC | 3,018 | $426,871.16 | $352,623.12 | -$74,248.04 | -17.39% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 23,983 | $2.86M | $2.8M | -$54,400.99 | -1.9% |
Alan Gilmore Private Wealth Management Group, LLC | 268 | $27,313.26 | $31,313.12 | $3,999.86 | 14.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 82,184 | $9.61M | $9.89M | $279,560.02 | 2.91% |
Angela Mari Abich Financial Wealth Management LLC | 2,563 | $316,993.98 | $299,460.92 | -$17,533.06 | -5.53% |
| FTM F. Thomas Mosley Mosley Wealth Management | 228 | $22,431 | $26,639.52 | $4,208.52 | 18.76% |
Ryan M Palmer Optimist Retirement Group LLC | 3,673 | $413,199.14 | $445,094.14 | $31,895 | 7.72% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,841 | $958,572.85 | $1.08M | $120,205.94 | 12.54% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 392 | $46,475.69 | $47,502.56 | $1,026.87 | 2.21% |
Kevin Kuhn Kuhn & Co Investment Counsel | 5,671 | $673,006.34 | $662,599.64 | -$10,406.7 | -1.55% |
Corey Saft Sivia Capital Partners, LLC | 11,192 | $1.1M | $1.31M | $207,164.28 | 18.82% |