| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,122 | $161,128.82 | $272,494.53 | $111,365.71 | 69.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,581 | $263,650.36 | $384,119.76 | $120,469.4 | 45.69% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,768 | $387,464.64 | $676,471.52 | $289,006.88 | 74.59% |
Julie Beswick Advantage Trust Co | 31 | $4,339.38 | $7,580.74 | $3,241.36 | 74.7% |
Curtis Burkholder Bare Financial Services, Inc | 77 | $17,537.72 | $18,449.2 | $911.48 | 5.2% |
Joshua Stipcich Tidemark, LLC | 11 | $2,277.69 | $2,624.05 | $346.36 | 15.21% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 9,625 | $1.44M | $2.35M | $918,334.41 | 63.95% |
Rob Dainard Hara Capital LLC | 80 | $15,171.81 | $19,414 | $4,242.19 | 27.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 142 | $29,443.32 | $33,903.92 | $4,460.6 | 15.15% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 986 | $211,670 | $236,689.3 | $25,019.3 | 11.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,998 | $814,770.55 | $957,920.84 | $143,150.29 | 17.57% |
Craig Silberg EVERPAR ADVISORS LLC | 3,438 | $568,230.78 | $834,316.65 | $266,085.87 | 46.83% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,522 | $509,265.91 | $855,317.7 | $346,051.79 | 67.95% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,648 | $341,979.11 | $401,864.8 | $59,885.69 | 17.51% |
Matthew Stead Sachetta, LLC | 166 | $29,389.83 | $39,854.94 | $10,465.11 | 35.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 52 | $10,965.77 | $12,459.2 | $1,493.43 | 13.62% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,611 | $981,737.12 | $1.12M | $136,937.59 | 13.95% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,339 | $206,137.07 | $328,068.39 | $121,931.32 | 59.15% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 75 | $10,499 | $18,203.25 | $7,704.25 | 73.38% |
Christian Scharosch 1248 Management, LLC | 23,089 | $5.52M | $5.6M | $78,417.38 | 1.42% |