| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 326 | $64,627.17 | $68,329.6 | $3,702.43 | 5.73% |
Neil Greenspan Fielder Capital Group LLC | 1,164 | $287,088.81 | $250,655.76 | -$36,433.05 | -12.69% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 37,784 | $9.47M | $7.99M | -$1.48M | -15.61% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,899 | $267,373.61 | $401,486.58 | $134,112.97 | 50.16% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 139 | $29,484.85 | $29,387.38 | -$97.47 | -0.33% |
Christian Scharosch 1248 Management, LLC | 203 | $46,227.06 | $42,400.61 | -$3,826.45 | -8.28% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,113 | $3.06M | $2.56M | -$500,059.67 | -16.34% |
Margaret Nickens Elm3 Financial Group, LLC | 3,823 | $916,035.01 | $808,258.66 | -$107,776.35 | -11.77% |
Christopher Griffith Stablepoint Partners, LLC | 1,612 | $260,171.03 | $340,809.04 | $80,638.01 | 30.99% |
Amber Baker NDVR, Inc. | 1,599 | $283,622.19 | $338,060.58 | $54,438.39 | 19.19% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,307 | $296,730.6 | $276,325.94 | -$20,404.66 | -6.88% |
Alan Gilmore Private Wealth Management Group, LLC | 103 | $19,275.76 | $21,776.26 | $2,500.5 | 12.97% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 140,364 | $35.67M | $29.32M | -$6.36M | -17.82% |
Angela Mari Abich Financial Wealth Management LLC | 502 | $122,752.69 | $106,132.84 | -$16,619.85 | -13.54% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 983 | $209,143 | $211,708.71 | $2,565.71 | 1.23% |
Anne Wright Lummis Asset Management, LP | 73 | $11,627 | $15,433.66 | $3,806.66 | 32.74% |
Alana Parm MORTON COMMUNITY BANK | 17,130 | $3.85M | $3.59M | -$255,822.29 | -6.65% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,443 | $1.28M | $1.14M | -$138,544.24 | -10.83% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,735 | $440,323.65 | $578,233.7 | $137,910.05 | 31.32% |
Brian Distler Lakeridge Wealth Management LLC | 2,977 | $540,689.69 | $629,397.34 | $88,707.65 | 16.41% |