| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 55,691 | $1.91M | $2.86M | $951,755.65 | 49.82% |
Andrea Butler Sequent Planning LLC | 9,746 | $398,757.79 | $525,894.16 | $127,136.37 | 31.88% |
Jaran Day OPINICUS CAPITAL, INC. | 19,514 | $659,366.77 | $1.01M | $351,165.72 | 53.26% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,977 | $309,907.72 | $463,841.59 | $153,933.87 | 49.67% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 65,634 | $2.22M | $3.54M | $1.32M | 59.4% |
Wynn Capital LLC Wynn Capital, LLC | 46,599 | $1.64M | $2.41M | $775,267.42 | 47.37% |
Rob Dainard Hara Capital LLC | 3,694 | $124,376.97 | $189,834.66 | $65,457.69 | 52.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 9,544 | $478,475.83 | $491,325.12 | $12,849.29 | 2.69% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 8,607 | $383,048.45 | $446,186.88 | $63,138.43 | 16.48% |
RENEE BRUNNER Elite Life Management LLC | 3,635 | $207,122.3 | $188,438.4 | -$18,683.9 | -9.02% |
Christy Clarin Portfolio Design Labs, LLC | 49,622 | $2.35M | $2.68M | $328,190.27 | 13.97% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 11,120 | $378,711.2 | $575,348.8 | $196,637.6 | 51.92% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 106,782 | $4.72M | $5.49M | $762,548.25 | 16.14% |
Craig Silberg EVERPAR ADVISORS LLC | 20,405 | $804,933.01 | $1.05M | $243,679.94 | 30.27% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 120,513 | $4.17M | $6.5M | $2.34M | 56.13% |
Carol Smith Access Investment Management LLC | 210,075 | $7.07M | $10.8M | $3.72M | 52.61% |
Matthew Stead Sachetta, LLC | 4,851 | $221,888.53 | $252,154.98 | $30,266.45 | 13.64% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 32,864 | $1.27M | $1.77M | $499,220.99 | 39.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,780 | $87,113.19 | $92,026 | $4,912.81 | 5.64% |
Neil Greenspan Fielder Capital Group LLC | 5,023 | $190,828.52 | $258,131.97 | $67,303.45 | 35.27% |