| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Silberg EVERPAR ADVISORS LLC | 1,746 | $503,201.6 | $620,441.12 | $117,239.52 | 23.3% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,400 | $358,408.94 | $490,770 | $132,361.06 | 36.93% |
Carol Smith Access Investment Management LLC | 82 | $26,157 | $29,138.7 | $2,981.7 | 11.4% |
Matthew Stead Sachetta, LLC | 277 | $66,330.21 | $96,902.91 | $30,572.7 | 46.09% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,143 | $265,975.64 | $400,678.65 | $134,703.01 | 50.64% |
Ellwood Derricks Partnership Wealth Management, LLC | 1,010 | $196,639.76 | $354,055.5 | $157,415.74 | 80.05% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 699 | $252,051.49 | $244,055.85 | -$7,995.64 | -3.17% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 494 | $149,426 | $173,477.98 | $24,051.98 | 16.1% |
Neil Greenspan Fielder Capital Group LLC | 6,121 | $1.19M | $2.15M | $957,161.27 | 80.37% |
Chandler te Velde Maia Wealth LLC | 1,263 | $306,397.42 | $442,744.65 | $136,347.23 | 44.5% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,748 | $923,096.72 | $1.69M | $764,105.13 | 82.78% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 11,181 | $2.11M | $3.97M | $1.86M | 88.1% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 374 | $74,818.84 | $130,546.57 | $55,727.73 | 74.48% |
Sharon Allen Sterling Wealth Management, Inc. | 5,134 | $962,857.16 | $1.8M | $836,866.54 | 86.91% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,775 | $2.88M | $3.12M | $234,853.59 | 8.15% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 1,889 | $359,686.53 | $662,188.95 | $302,502.42 | 84.1% |
Michael Herman Apollon Financial, LLC | 1,681 | $515,310.82 | $589,451.05 | $74,140.23 | 14.39% |
Kelly Richert Clayton Financial Group LLC | 3,683 | $1.23M | $1.3M | $62,231.03 | 5.04% |
Christopher Griffith Stablepoint Partners, LLC | 6,235 | $1.24M | $2.22M | $979,337.85 | 79.22% |
Amber Baker NDVR, Inc. | 890 | $243,867.56 | $311,989.5 | $68,121.94 | 27.93% |