| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 505 | $31,965.58 | $37,978.52 | $6,012.94 | 18.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 349 | $26,874.91 | $26,255.27 | -$619.64 | -2.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,236 | $786,983.1 | $844,048.32 | $57,065.22 | 7.25% |
Craig Silberg EVERPAR ADVISORS LLC | 4,955 | $277,876.08 | $376,183.6 | $98,307.52 | 35.38% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,450 | $296,017.65 | $336,598 | $40,580.35 | 13.71% |
Matthew Stead Sachetta, LLC | 245 | $18,273.44 | $18,452.17 | $178.73 | 0.98% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,716 | $263,749.29 | $279,145.92 | $15,396.63 | 5.84% |
Adam Colby Wealth Group Ltd | 2,914 | $234,293.78 | $221,318.3 | -$12,975.48 | -5.54% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,727 | $282,328.29 | $282,674.31 | $346.02 | 0.12% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 78,138 | $5.49M | $5.94M | $449,590.87 | 8.19% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,626 | $453,695.92 | $426,338.28 | -$27,357.64 | -6.03% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,045 | $286,106.69 | $306,793.02 | $20,686.33 | 7.23% |
Alan Gilmore Private Wealth Management Group, LLC | 17 | $1,052.53 | $1,277.04 | $224.51 | 21.33% |
David P. Cushing nVerses Capital, LLC | 2,538 | $187,456.44 | $192,659.58 | $5,203.14 | 2.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 88,355 | $5.51M | $6.64M | $1.12M | 20.38% |
Anne Wright Lummis Asset Management, LP | 1,899 | $103,406.09 | $144,115.11 | $40,709.02 | 39.37% |
Alana Parm MORTON COMMUNITY BANK | 63,295 | $3.99M | $4.75M | $766,711.94 | 19.23% |
| FTM F. Thomas Mosley Mosley Wealth Management | 17 | $1,365 | $1,292.85 | -$72.15 | -5.29% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,665 | $211,707.57 | $202,646.6 | -$9,060.97 | -4.28% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,069 | $64,606.86 | $81,105.03 | $16,498.17 | 25.54% |