| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Keitner Quantum Portfolio Management LLC | 220 | $31,970 | $25,621.2 | -$6,348.8 | -19.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 28 | $2,244.28 | $3,258.64 | $1,014.36 | 45.2% |
Jeffrey McGrath Cetera Trust Company, N.A | 77 | $6,172 | $8,976.66 | $2,804.66 | 45.44% |
Curtis Burkholder Bare Financial Services, Inc | 39 | $5,085 | $4,539.21 | -$545.79 | -10.73% |
Keisuke Ichihara Rakuten Securities, Inc. | 15 | $2,180 | $1,756.8 | -$423.2 | -19.41% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $8,413 | $13,755 | $5,342 | 63.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,626 | $203,706.94 | $305,587.62 | $101,880.68 | 50.01% |
Matthew Stead Sachetta, LLC | 53 | $4,842.23 | $7,290.15 | $2,447.92 | 50.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 182 | $21,278.29 | $24,297 | $3,018.71 | 14.19% |
Alan Gilmore Private Wealth Management Group, LLC | 76 | $5,605.37 | $8,858.94 | $3,253.57 | 58.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 13,942 | $1.2M | $1.83M | $627,833.32 | 52.2% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 14,122 | $2.05M | $1.65M | -$406,083.07 | -19.79% |
Gregg L. Kudisch Gallo Partners, LP | 7,637 | $1.11M | $890,321.46 | -$219,488.54 | -19.78% |
| WL Wealthcollab LLC WealthCollab, LLC | 36 | $2,612 | $4,690.08 | $2,078.08 | 79.56% |
Ian Jameson American Capital Advisory, LLC | 12 | $1,223.55 | $1,399.32 | $175.77 | 14.37% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,044 | $576,163.48 | $936,241.16 | $360,077.68 | 62.5% |
Janice M. Powell Diversify Advisory Services, LLC | 4,486 | $632,950 | $523,112.46 | -$109,837.54 | -17.35% |
Kevyn Hill Hilltop National Bank | 931 | $78,624.39 | $128,059.05 | $49,434.66 | 62.87% |
| HAS Hayley A. Snell LRI Investments, LLC | 178 | $13,829.48 | $20,756.58 | $6,927.1 | 50.09% |
David Millar Gen-Wealth Partners Inc | 946 | $81,327.69 | $110,104.94 | $28,777.25 | 35.38% |