| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LHS Lori H. Snead MontVue Capital Management, Inc. | 17,577 | $1.31M | $1.9M | $591,293.19 | 45.09% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,051 | $153,979.05 | $222,000.24 | $68,021.19 | 44.18% |
Keisuke Ichihara Rakuten Securities, Inc. | 92 | $10,352.71 | $10,144.84 | -$207.87 | -2.01% |
Joshua Stipcich Tidemark, LLC | 46 | $5,107.09 | $5,117.5 | $10.41 | 0.2% |
Andrea Butler Sequent Planning LLC | 21,780 | $2.39M | $2.46M | $70,586.81 | 2.95% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 36 | $3,857 | $3,896.64 | $39.64 | 1.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,588 | $154,064.55 | $175,108.76 | $21,044.21 | 13.66% |
Craig Silberg EVERPAR ADVISORS LLC | 1,982 | $219,749.14 | $214,531.68 | -$5,217.46 | -2.37% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,887 | $182,001.27 | $204,248.88 | $22,247.61 | 12.22% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,886 | $204,686.85 | $204,140.64 | -$546.21 | -0.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 76,472 | $8.1M | $8.28M | $175,526.71 | 2.17% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,892 | $984,339.17 | $962,470.08 | -$21,869.09 | -2.22% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,085 | $973,276 | $983,360.4 | $10,084.4 | 1.04% |
Michael Herman Apollon Financial, LLC | 29,817 | $3.44M | $3.23M | -$212,566.32 | -6.18% |
Chris Chatto Encompass More Asset Management | 42,422 | $4.57M | $4.59M | $18,804.45 | 0.41% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 115,286 | $9.58M | $12.48M | $2.9M | 30.27% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 61,556 | $6.03M | $6.79M | $752,858.52 | 12.48% |
Angela Mari Abich Financial Wealth Management LLC | 123 | $14,560 | $13,313.52 | -$1,246.48 | -8.56% |
Dennis R. Plyler FCG Investment Co | 2,565 | $287,619.02 | $277,635.6 | -$9,983.42 | -3.47% |
Alana Parm MORTON COMMUNITY BANK | 24,829 | $1.92M | $2.8M | $886,485.79 | 46.22% |