| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 1,021 | $133,246.38 | $493,633.09 | $360,386.71 | 270.47% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,391 | $791,086.24 | $2.09M | $1.3M | 164.29% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,154 | $760,711.15 | $2.45M | $1.69M | 222.6% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 380 | $220,746 | $180,937 | -$39,809 | -18.03% |
Wynn Capital LLC Wynn Capital, LLC | 485 | $281,742 | $230,932.75 | -$50,809.25 | -18.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 370 | $69,712.81 | $176,175.5 | $106,462.69 | 152.72% |
Dustin Schick Evergreen Private Wealth LLC | 917 | $141,138.19 | $436,629.54 | $295,491.35 | 209.36% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 438 | $254,439 | $208,553.7 | -$45,885.3 | -18.03% |
RENEE BRUNNER Elite Life Management LLC | 958 | $211,495.06 | $471,987.44 | $260,492.38 | 123.17% |
Christy Clarin Portfolio Design Labs, LLC | 12,400 | $2.02M | $5.9M | $3.88M | 191.93% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 12,628 | $1.87M | $6.22M | $4.35M | 232.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,103 | $3.97M | $11.48M | $7.51M | 189.08% |
Craig Silberg EVERPAR ADVISORS LLC | 4,360 | $1.23M | $2.08M | $841,083.57 | 68.11% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 347 | $201,576 | $165,224.05 | -$36,351.95 | -18.03% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 363 | $210,871 | $172,842.45 | -$38,028.55 | -18.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 610 | $124,074 | $290,451.49 | $166,377.49 | 134.1% |
Neil Greenspan Fielder Capital Group LLC | 5,158 | $757,653.48 | $2.54M | $1.78M | 235.41% |
Scott Noble Boomfish Wealth Group, LLC | 5,866 | $1.19M | $2.79M | $1.6M | 134.06% |
Chandler te Velde Maia Wealth LLC | 2,058 | $222,477.59 | $979,916.68 | $757,439.09 | 340.46% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 32,583 | $5.98M | $15.51M | $9.53M | 159.42% |