| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,304 | $780,259.48 | $896,901.12 | $116,641.64 | 14.95% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,191 | $418,791.73 | $463,632.48 | $44,840.75 | 10.71% |
RENEE BRUNNER Elite Life Management LLC | 2,486 | $759,008.05 | $1.06M | $296,845.87 | 39.11% |
Christy Clarin Portfolio Design Labs, LLC | 36,233 | $8.8M | $15.3M | $6.51M | 73.96% |
Paul Cohen Marest Capital, LLC | 1,692 | $558,500.67 | $707,526.72 | $149,026.05 | 26.68% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 4,288 | $750,470.47 | $1.82M | $1.07M | 142.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 68,462 | $15.77M | $28.48M | $12.72M | 80.67% |
Craig Silberg EVERPAR ADVISORS LLC | 16,721 | $2.97M | $6.51M | $3.54M | 119.42% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,448 | $536,472.57 | $1.9M | $1.37M | 254.47% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 627 | $236,942 | $244,078.56 | $7,136.56 | 3.01% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,019 | $350,724.18 | $396,676.32 | $45,952.14 | 13.1% |
Matthew Stead Sachetta, LLC | 1,615 | $386,785.98 | $628,687.2 | $241,901.22 | 62.54% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,389 | $161,555.57 | $540,709.92 | $379,154.35 | 234.69% |
Nicole Davis Northwest Financial Advisors | 696 | $262,991 | $270,938.88 | $7,947.88 | 3.02% |
Christian J. Cyr Cyr Financial Inc. | 3,839 | $1M | $1.49M | $493,265.16 | 49.27% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 6,796 | $1.11M | $2.65M | $1.54M | 138.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 37,357 | $10.3M | $14.68M | $4.38M | 42.57% |
Adam Colby Wealth Group Ltd | 2,366 | $410,693.04 | $921,036.48 | $510,343.44 | 124.26% |
Neil Greenspan Fielder Capital Group LLC | 3,536 | $606,084.35 | $1.5M | $895,725.57 | 147.79% |
Scott Noble Boomfish Wealth Group, LLC | 9,372 | $2.16M | $3.65M | $1.48M | 68.63% |