| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30 | $9,942.02 | $13,191.6 | $3,249.58 | 32.69% |
Dustin Schick Evergreen Private Wealth LLC | 785 | $227,271.2 | $344,881.9 | $117,610.7 | 51.75% |
Christy Clarin Portfolio Design Labs, LLC | 3,317 | $959,654.68 | $1.45M | $487,386.57 | 50.79% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,119 | $1.48M | $2.25M | $773,598.73 | 52.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,416 | $2.53M | $3.59M | $1.06M | 41.69% |
Craig Silberg EVERPAR ADVISORS LLC | 2,218 | $664,253.86 | $965,251.42 | $300,997.56 | 45.31% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,158 | $339,415.48 | $503,926.86 | $164,511.38 | 48.47% |
Matthew Stead Sachetta, LLC | 556 | $163,991.68 | $245,132.39 | $81,140.71 | 49.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 9,650 | $2.69M | $4.19M | $1.49M | 55.43% |
Adam Colby Wealth Group Ltd | 747 | $244,501 | $324,765.72 | $80,264.72 | 32.83% |
Neil Greenspan Fielder Capital Group LLC | 586 | $206,492.61 | $255,021.34 | $48,528.73 | 23.5% |
Scott Noble Boomfish Wealth Group, LLC | 5,633 | $1.6M | $2.47M | $875,252.15 | 54.79% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,437 | $736,794.28 | $1.06M | $322,021.29 | 43.71% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,609 | $899,101.9 | $1.56M | $662,981.57 | 73.74% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 607 | $222,308 | $267,219.61 | $44,911.61 | 20.2% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 785 | $257,249.37 | $342,134.4 | $84,885.03 | 33% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 923 | $269,398.7 | $400,803.52 | $131,404.82 | 48.78% |
Christian Scharosch 1248 Management, LLC | 2,566 | $858,948.57 | $1.12M | $260,494.59 | 30.33% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,073 | $1.71M | $2.64M | $928,851.97 | 54.36% |
Amy Taylor Pingora Partners LLC | 235 | $66,815.4 | $102,812.5 | $35,997.1 | 53.88% |