| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob Dainard Hara Capital LLC | 5,050 | $779,471.25 | $1.26M | $483,129.75 | 61.98% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,889 | $845,796.01 | $972,327.78 | $126,531.77 | 14.96% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 7,833 | $1.47M | $1.96M | $486,539.9 | 33.06% |
Dustin Schick Evergreen Private Wealth LLC | 30,002 | $4.68M | $7.5M | $2.82M | 60.38% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 2,971 | $565,437.23 | $742,809.42 | $177,372.19 | 31.37% |
RENEE BRUNNER Elite Life Management LLC | 5,581 | $1.07M | $1.4M | $327,442.33 | 30.66% |
Christy Clarin Portfolio Design Labs, LLC | 79,655 | $15.59M | $19.92M | $4.32M | 27.72% |
Paul Cohen Marest Capital, LLC | 12,713 | $2.62M | $3.18M | $556,257.14 | 21.21% |
JORDAN GREEN Valley Financial Group, Inc. | 1,709 | $276,015.11 | $427,284.18 | $151,269.07 | 54.8% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 44,516 | $6.89M | $11.13M | $4.24M | 61.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 143,388 | $29.34M | $35.85M | $6.51M | 22.2% |
Craig Silberg EVERPAR ADVISORS LLC | 28,384 | $5.02M | $7.1M | $2.08M | 41.34% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,187 | $260,400.34 | $296,773.74 | $36,373.4 | 13.97% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 12,511 | $1.98M | $3.13M | $1.15M | 57.77% |
Carol Smith Access Investment Management LLC | 338 | $74,154 | $84,506.76 | $10,352.76 | 13.96% |
| DWS Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 14,672 | $3.29M | $3.67M | $374,237.04 | 11.36% |
Matthew Stead Sachetta, LLC | 3,886 | $723,754.44 | $971,577.72 | $247,823.28 | 34.24% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 2,105 | $327,625.85 | $526,292.1 | $198,666.25 | 60.64% |
Jody White Farrow Financial Inc. | 1,058 | $204,590.84 | $264,521.16 | $59,930.32 | 29.29% |
Christian J. Cyr Cyr Financial Inc. | 5,556 | $1.11M | $1.39M | $276,098.74 | 24.81% |