| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Branson FLOYD FINANCIAL GROUP LLC | 25,423 | $1.48M | $1.43M | -$45,239.69 | -3.06% |
| CPC Charles P. Cocke Jr LB Partners LLC | 22,500 | $1.01M | $1.27M | $258,812.5 | 25.56% |
Curtis Burkholder Bare Financial Services, Inc | 95 | $4,118.57 | $5,430.2 | $1,311.63 | 31.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 13,944 | $832,868.81 | $790,624.8 | -$42,244.01 | -5.07% |
Joshua Stipcich Tidemark, LLC | 55 | $3,183.37 | $3,095.12 | -$88.25 | -2.77% |
Wynn Capital LLC Wynn Capital, LLC | 11,604 | $716,194.37 | $663,284.64 | -$52,909.73 | -7.39% |
Rob Dainard Hara Capital LLC | 82,713 | $3.85M | $4.75M | $902,537.99 | 23.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 320 | $14,474 | $18,000 | $3,526 | 24.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,734 | $792,028.73 | $602,177.38 | -$189,851.35 | -23.97% |
Matthew Stead Sachetta, LLC | 191 | $12,102.42 | $10,768.58 | -$1,333.84 | -11.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 223 | $9,950.32 | $12,746.68 | $2,796.36 | 28.1% |
Chandler te Velde Maia Wealth LLC | 8,549 | $542,539.18 | $490,456.13 | -$52,083.05 | -9.6% |
Amy Taylor Pingora Partners LLC | 3,133 | $193,549.67 | $179,990.85 | -$13,558.82 | -7.01% |
Kelly Richert Clayton Financial Group LLC | 51 | $2,657 | $2,935.05 | $278.05 | 10.46% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 4 | $246 | $229.42 | -$16.58 | -6.74% |
Jonathan Chatfield LM Advisors LLC | 5,391 | $244,247.36 | $310,279 | $66,031.64 | 27.03% |
Alan Gilmore Private Wealth Management Group, LLC | 1,502 | $69,718.26 | $85,854.32 | $16,136.06 | 23.14% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 223 | $14,921.42 | $12,800.2 | -$2,121.22 | -14.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 78,225 | $5.14M | $4.47M | -$670,244.51 | -13.04% |
Angela Mari Abich Financial Wealth Management LLC | 6,132 | $411,101.25 | $350,535.78 | -$60,565.47 | -14.73% |