| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 68 | $4,698.65 | $5,356.36 | $657.71 | 14% |
Keisuke Ichihara Rakuten Securities, Inc. | 40 | $3,178 | $3,150.8 | -$27.2 | -0.86% |
Joshua Stipcich Tidemark, LLC | 505 | $31,965.58 | $39,778.85 | $7,813.27 | 24.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 349 | $26,874.91 | $27,490.73 | $615.82 | 2.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,236 | $786,983.1 | $885,059.72 | $98,076.62 | 12.46% |
Craig Silberg EVERPAR ADVISORS LLC | 4,955 | $277,876.08 | $390,305.35 | $112,429.27 | 40.46% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,225 | $277,951.62 | $332,803.25 | $54,851.63 | 19.73% |
Matthew Stead Sachetta, LLC | 245 | $18,273.44 | $19,298.65 | $1,025.21 | 5.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,713 | $263,508.37 | $292,473.01 | $28,964.64 | 10.99% |
Adam Colby Wealth Group Ltd | 2,747 | $221,545 | $216,381.19 | -$5,163.81 | -2.33% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,968 | $299,809.92 | $312,559.36 | $12,749.44 | 4.25% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 76,389 | $5.37M | $6.02M | $649,971.11 | 12.11% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,626 | $453,695.92 | $443,160.02 | -$10,535.9 | -2.32% |
Kelly Richert Clayton Financial Group LLC | 99 | $7,313 | $7,798.23 | $485.23 | 6.64% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,505 | $317,432.75 | $354,858.85 | $37,426.1 | 11.79% |
Alan Gilmore Private Wealth Management Group, LLC | 17 | $1,052.53 | $1,339.09 | $286.56 | 27.23% |
David P. Cushing nVerses Capital, LLC | 4,119 | $304,228.95 | $324,453.63 | $20,224.68 | 6.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 87,438 | $5.44M | $6.89M | $1.45M | 26.62% |
Anne Wright Lummis Asset Management, LP | 1,899 | $103,406.09 | $149,584.23 | $46,178.14 | 44.66% |
Alana Parm MORTON COMMUNITY BANK | 62,045 | $3.89M | $4.89M | $1M | 25.73% |