| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 34 | $1,651.76 | $2,045.78 | $394.02 | 23.85% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $19,040 | $15,552.5 | -$3,487.5 | -18.32% |
Taylor Wagner Valued Wealth Advisors LLC | 89 | $4,406.67 | $5,355.13 | $948.46 | 21.52% |
Curtis Burkholder Bare Financial Services, Inc | 265 | $20,800.08 | $15,945.05 | -$4,855.03 | -23.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 169 | $14,238.74 | $10,513.49 | -$3,725.25 | -26.16% |
Joshua Stipcich Tidemark, LLC | 18 | $1,371 | $1,097.28 | -$273.72 | -19.96% |
Rob Dainard Hara Capital LLC | 257 | $19,573 | $15,705.27 | -$3,867.73 | -19.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 44 | $3,500.09 | $2,647.48 | -$852.61 | -24.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,271 | $119,740.81 | $141,278.91 | $21,538.1 | 17.99% |
Matthew Stead Sachetta, LLC | 58 | $2,819.34 | $3,489.86 | $670.52 | 23.78% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 23 | $1,753.31 | $1,440.95 | -$312.36 | -17.82% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,507 | $267,064.32 | $211,016.19 | -$56,048.13 | -20.99% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 132 | $6,493.21 | $7,942.44 | $1,449.23 | 22.32% |
Amy Taylor Pingora Partners LLC | 221 | $10,736 | $14,381.69 | $3,645.69 | 33.96% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 111,000 | $8.62M | $6.91M | -$1.71M | -19.88% |
Christopher Griffith Stablepoint Partners, LLC | 19,950 | $1.52M | $1.2M | -$318,975.12 | -20.99% |
Alan Gilmore Private Wealth Management Group, LLC | 122 | $6,257.99 | $7,546.31 | $1,288.32 | 20.59% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 23 | $1,117 | $1,440.95 | $323.95 | 29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,187 | $1.76M | $2M | $247,032.32 | 14.07% |
Alana Parm MORTON COMMUNITY BANK | 2,959 | $225,357.41 | $182,817.38 | -$42,540.03 | -18.88% |