| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keisuke Ichihara Rakuten Securities, Inc. | 233 | $53,614 | $57,961.08 | $4,347.08 | 8.11% |
Joshua Stipcich Tidemark, LLC | 330 | $53,837.16 | $81,143.7 | $27,306.54 | 50.72% |
Emily Priebe Priebe Wealth Holdings LLC | 2,923 | $484,367.29 | $733,497.62 | $249,130.33 | 51.43% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 12,770 | $2.13M | $3.2M | $1.07M | 50.45% |
Andrea Butler Sequent Planning LLC | 1,325 | $275,073.66 | $330,534.51 | $55,460.85 | 20.16% |
Jaran Day OPINICUS CAPITAL, INC. | 10,651 | $1.77M | $2.67M | $902,679.34 | 51% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,189 | $595,753.31 | $784,143.21 | $188,389.9 | 31.62% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,242 | $196,681.32 | $311,667.48 | $114,986.16 | 58.46% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,525 | $244,693.08 | $382,683.5 | $137,990.42 | 56.39% |
Wynn Capital LLC Wynn Capital, LLC | 9,388 | $1.53M | $2.36M | $825,633.75 | 53.96% |
Rob Dainard Hara Capital LLC | 3,048 | $472,348.14 | $755,812.56 | $283,464.42 | 60.01% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 735 | $164,784.59 | $184,440.9 | $19,656.31 | 11.93% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,231 | $279,709.5 | $306,223.55 | $26,514.05 | 9.48% |
Dustin Schick Evergreen Private Wealth LLC | 1,055 | $172,732.12 | $264,741.7 | $92,009.58 | 53.27% |
RENEE BRUNNER Elite Life Management LLC | 1,157 | $251,750.77 | $282,076.6 | $30,325.83 | 12.05% |
Christy Clarin Portfolio Design Labs, LLC | 11,344 | $2.52M | $2.81M | $290,110.72 | 11.5% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,335 | $309,105.9 | $325,473 | $16,367.1 | 5.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 36,739 | $7.16M | $9.14M | $1.98M | 27.63% |
Craig Silberg EVERPAR ADVISORS LLC | 6,863 | $1.23M | $1.72M | $490,001.92 | 39.77% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,390 | $380,243.29 | $599,746.6 | $219,503.31 | 57.73% |