| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 1,258 | $197,910.6 | $426,766.44 | $228,855.84 | 115.64% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,125 | $2.47M | $4.71M | $2.24M | 90.56% |
Andrea Butler Sequent Planning LLC | 2,662 | $845,989.22 | $890,092.94 | $44,103.72 | 5.21% |
Jaran Day OPINICUS CAPITAL, INC. | 4,139 | $865,335.66 | $1.42M | $554,982.88 | 64.13% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,596 | $330,847.63 | $893,698.96 | $562,851.33 | 170.12% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 10,380 | $2.41M | $3.49M | $1.08M | 45.08% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 860 | $237,059.48 | $290,678.8 | $53,619.32 | 22.62% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,304 | $780,259.48 | $782,023.68 | $1,764.2 | 0.23% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,191 | $418,791.73 | $392,124.84 | -$26,666.89 | -6.37% |
RENEE BRUNNER Elite Life Management LLC | 2,486 | $759,008.05 | $843,512.23 | $84,504.18 | 11.13% |
Christy Clarin Portfolio Design Labs, LLC | 36,233 | $8.8M | $12.16M | $3.36M | 38.19% |
Paul Cohen Marest Capital, LLC | 1,223 | $403,709.51 | $404,470.56 | $761.05 | 0.19% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 4,288 | $750,470.47 | $1.45M | $702,561.21 | 93.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 68,462 | $15.77M | $23.57M | $7.81M | 49.53% |
Craig Silberg EVERPAR ADVISORS LLC | 16,721 | $2.97M | $5.58M | $2.61M | 88.06% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,448 | $536,472.57 | $1.51M | $971,666.31 | 181.12% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 627 | $236,942 | $213,374.37 | -$23,567.63 | -9.95% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,009 | $347,264.82 | $338,559.86 | -$8,704.96 | -2.51% |
Matthew Stead Sachetta, LLC | 1,615 | $386,785.98 | $548,591.27 | $161,805.29 | 41.83% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,389 | $161,555.57 | $478,177.14 | $316,621.57 | 195.98% |