| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 748 | $714,669.32 | $849,039.81 | $134,370.49 | 18.8% |
Cody Gehman Stonebridge Financial Group, LLC | 5,336 | $5.44M | $6.06M | $616,174.19 | 11.33% |
Curtis Burkholder Bare Financial Services, Inc | 4 | $4,138.5 | $4,483.12 | $344.62 | 8.33% |
Kevin Stillman Evernest Financial Advisors, LLC | 448 | $461,158.17 | $510,814.08 | $49,655.91 | 10.77% |
Keisuke Ichihara Rakuten Securities, Inc. | 190 | $185,310.82 | $215,435.3 | $30,124.48 | 16.26% |
Joshua Stipcich Tidemark, LLC | 17 | $17,421.82 | $18,748.11 | $1,326.29 | 7.61% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 440 | $417,277.5 | $502,488.8 | $85,211.3 | 20.42% |
Wynn Capital LLC Wynn Capital, LLC | 1,496 | $1.53M | $1.68M | $143,116.53 | 9.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 170 | $166,093.53 | $187,537.2 | $21,443.67 | 12.91% |
RENEE BRUNNER Elite Life Management LLC | 321 | $338,435.45 | $356,136.66 | $17,701.21 | 5.23% |
Christy Clarin Portfolio Design Labs, LLC | 235 | $273,980 | $267,056.35 | -$6,923.65 | -2.53% |
Paul Cohen Marest Capital, LLC | 566 | $658,704.52 | $637,423.54 | -$21,280.98 | -3.23% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 261 | $247,031.28 | $290,881.89 | $43,850.61 | 17.75% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,944 | $3.09M | $3.16M | $73,755.2 | 2.39% |
Craig Silberg EVERPAR ADVISORS LLC | 410 | $422,160.04 | $464,472.6 | $42,312.56 | 10.02% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 317 | $342,704.48 | $363,156.78 | $20,452.3 | 5.97% |
Carol Smith Access Investment Management LLC | 12 | $12,591 | $13,697.88 | $1,106.88 | 8.79% |
Matthew Stead Sachetta, LLC | 10 | $11,664.74 | $11,099.7 | -$565.04 | -4.84% |
Jody White Farrow Financial Inc. | 2,300 | $2.18M | $2.53M | $355,925.04 | 16.33% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 447 | $452,743.15 | $510,062.76 | $57,319.61 | 12.66% |