| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Keitner Quantum Portfolio Management LLC | 7,062 | $711,515 | $727,950.96 | $16,435.96 | 2.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 51 | $3,672.75 | $5,193.33 | $1,520.58 | 41.4% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 75 | $5,291 | $7,738.12 | $2,447.12 | 46.25% |
PETER KRUSSEL Southland Equity Partners LLC | 5,475 | $528,399.45 | $564,801 | $36,401.55 | 6.89% |
Curtis Burkholder Bare Financial Services, Inc | 35 | $3,176.63 | $3,555.3 | $378.67 | 11.92% |
Joshua Stipcich Tidemark, LLC | 1,317 | $101,806.76 | $133,945.48 | $32,138.72 | 31.57% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 20 | $1,947.34 | $2,034.5 | $87.16 | 4.48% |
Christy Clarin Portfolio Design Labs, LLC | 9,850 | $895,109.43 | $1.02M | $121,410.57 | 13.56% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 226 | $19,621.2 | $23,061.04 | $3,439.84 | 17.53% |
Craig Silberg EVERPAR ADVISORS LLC | 2,575 | $275,525 | $265,637 | -$9,888 | -3.59% |
Matthew Stead Sachetta, LLC | 123 | $12,461 | $12,527.55 | $66.55 | 0.53% |
Alan Gilmore Private Wealth Management Group, LLC | 41 | $2,945.77 | $4,164.78 | $1,219.01 | 41.38% |
David P. Cushing nVerses Capital, LLC | 2,274 | $243,318 | $234,563.1 | -$8,754.9 | -3.6% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 33 | $2,959 | $3,405.6 | $446.6 | 15.09% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,861 | $1.16M | $1.31M | $144,677.83 | 12.45% |
Kevin Kuhn Kuhn & Co Investment Counsel | 8,596 | $617,536.99 | $884,872.24 | $267,335.25 | 43.29% |
Corey Saft Sivia Capital Partners, LLC | 4,442 | $475,294 | $458,125.67 | -$17,168.33 | -3.61% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,178 | $231,233.53 | $327,620.02 | $96,386.49 | 41.68% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2,800 | $259,937 | $285,460 | $25,523 | 9.82% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 8,237 | $784,576.44 | $851,870.54 | $67,294.1 | 8.58% |