| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dustin Schick Evergreen Private Wealth LLC | 30,096 | $4.7M | $8.17M | $3.47M | 73.92% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 3,090 | $593,799.7 | $839,182.17 | $245,382.47 | 41.32% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,225 | $768,647 | $875,845.47 | $107,198.47 | 13.95% |
RENEE BRUNNER Elite Life Management LLC | 5,423 | $1.04M | $1.48M | $432,553.22 | 41.44% |
Christy Clarin Portfolio Design Labs, LLC | 68,798 | $13.94M | $18.73M | $4.79M | 34.34% |
Paul Cohen Marest Capital, LLC | 12,713 | $2.62M | $3.53M | $904,593.47 | 34.5% |
JORDAN GREEN Valley Financial Group, Inc. | 1,583 | $256,870.32 | $415,774.93 | $158,904.61 | 61.86% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 44,236 | $6.85M | $12.04M | $5.19M | 75.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 143,388 | $29.34M | $38.32M | $8.99M | 30.64% |
Craig Silberg EVERPAR ADVISORS LLC | 27,986 | $4.96M | $7.6M | $2.64M | 53.22% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,197 | $262,783.74 | $325,081.25 | $62,297.51 | 23.71% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 21,779 | $4.54M | $5.91M | $1.38M | 30.4% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 12,571 | $2M | $3.45M | $1.45M | 72.76% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 4,576 | $734,152.12 | $1.24M | $508,597.91 | 69.28% |
Carol Smith Access Investment Management LLC | 213 | $46,730.18 | $57,846.54 | $11,116.36 | 23.79% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 14,794 | $3.32M | $4.02M | $694,621.14 | 20.9% |
Matthew Stead Sachetta, LLC | 4,457 | $859,847.56 | $1.21M | $350,584.46 | 40.77% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 2,031 | $316,382.29 | $551,578.96 | $235,196.67 | 74.34% |
Nicole Davis Northwest Financial Advisors | 862 | $205,449 | $234,101.95 | $28,652.95 | 13.95% |
Jody White Farrow Financial Inc. | 1,058 | $204,590.84 | $287,331.63 | $82,740.79 | 40.44% |