| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 4 | $4,138.5 | $4,361.56 | $223.06 | 5.39% |
Kevin Stillman Evernest Financial Advisors, LLC | 448 | $461,158.17 | $504,819.84 | $43,661.67 | 9.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 190 | $185,310.82 | $220,572.91 | $35,262.09 | 19.03% |
Joshua Stipcich Tidemark, LLC | 17 | $17,421.82 | $19,318.8 | $1,896.98 | 10.89% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 440 | $417,277.5 | $479,771.6 | $62,494.1 | 14.98% |
Wynn Capital LLC Wynn Capital, LLC | 1,501 | $1.54M | $1.64M | $96,573.08 | 6.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 170 | $166,093.53 | $185,366.3 | $19,272.77 | 11.6% |
RENEE BRUNNER Elite Life Management LLC | 321 | $338,435.45 | $361,712.43 | $23,276.98 | 6.88% |
Christy Clarin Portfolio Design Labs, LLC | 235 | $273,980 | $265,879 | -$8,101 | -2.96% |
Paul Cohen Marest Capital, LLC | 564 | $656,778.94 | $637,957.32 | -$18,821.62 | -2.87% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 261 | $247,031.28 | $294,102.63 | $47,071.35 | 19.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,944 | $3.09M | $3.42M | $330,236.45 | 10.7% |
Craig Silberg EVERPAR ADVISORS LLC | 410 | $422,160.04 | $447,059.9 | $24,899.86 | 5.9% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 317 | $342,704.48 | $360,238.81 | $17,534.33 | 5.12% |
Carol Smith Access Investment Management LLC | 12 | $12,591 | $13,084.68 | $493.68 | 3.92% |
Matthew Stead Sachetta, LLC | 10 | $11,664.74 | $10,903.9 | -$760.84 | -6.52% |
Jody White Farrow Financial Inc. | 2,200 | $2.08M | $2.4M | $315,971.06 | 15.17% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 447 | $452,743.15 | $487,404.33 | $34,661.18 | 7.66% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 89 | $86,023.33 | $104,461.97 | $18,438.64 | 21.43% |
Neil Greenspan Fielder Capital Group LLC | 217 | $209,095.51 | $244,522.11 | $35,426.6 | 16.94% |