| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wayne Atkins VCI Wealth Management LLC | 14,927 | $1.49M | $1.63M | $135,813.13 | 9.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,693 | $258,673.6 | $292,917.61 | $34,244.01 | 13.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,283 | $129,167.44 | $139,539.08 | $10,371.64 | 8.03% |
Craig Silberg EVERPAR ADVISORS LLC | 1,904 | $209,288 | $207,536 | -$1,752 | -0.84% |
Matthew Stead Sachetta, LLC | 41 | $3,810.02 | $4,459.57 | $649.55 | 17.05% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 137 | $15,060 | $14,901.49 | -$158.51 | -1.05% |
Alan Gilmore Private Wealth Management Group, LLC | 72 | $5,218.1 | $7,841.52 | $2,623.42 | 50.28% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,815 | $246,487.46 | $306,159.4 | $59,671.94 | 24.21% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 337 | $35,176 | $36,652.12 | $1,476.12 | 4.2% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 487 | $37,440.31 | $52,966.12 | $15,525.81 | 41.47% |
Corey Saft Sivia Capital Partners, LLC | 2,729 | $299,972 | $296,806.04 | -$3,165.96 | -1.06% |
Kyle Jones Pineridge Advisors LLC | 1,318 | $95,920.61 | $143,358.86 | $47,438.25 | 49.46% |
Stacy Creekmur Creekmur Asset Management LLC | 1,275 | $92,233.15 | $138,885.75 | $46,652.6 | 50.58% |
Fox Hill Wealth Management Fox Hill Wealth Management | 20,118 | $1.52M | $2.19M | $669,737.15 | 44.02% |
Ian Jameson American Capital Advisory, LLC | 10 | $1,060.33 | $1,087.6 | $27.27 | 2.57% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,157 | $328,442.4 | $343,892.01 | $15,449.61 | 4.7% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 28 | $2,797 | $3,045.28 | $248.28 | 8.88% |
Kevyn Hill Hilltop National Bank | 2,600 | $254,326.7 | $282,802 | $28,475.3 | 11.2% |
Adam Stalnaker Rockport Wealth LLC | 2,517 | $241,733 | $273,748.92 | $32,015.92 | 13.24% |
| HAS Hayley A. Snell LRI Investments, LLC | 137 | $13,157 | $14,900.12 | $1,743.12 | 13.25% |