| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 816 | $396,778.6 | $388,187.52 | -$8,591.08 | -2.16% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,853 | $889,469.55 | $881,509.16 | -$7,960.39 | -0.89% |
Dustin Schick Evergreen Private Wealth LLC | 16,964 | $6.28M | $8.07M | $1.79M | 28.42% |
RENEE BRUNNER Elite Life Management LLC | 637 | $301,944.69 | $303,033.64 | $1,088.95 | 0.36% |
Christy Clarin Portfolio Design Labs, LLC | 9,673 | $4.86M | $4.6M | -$261,330.74 | -5.37% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,775 | $684,922.2 | $844,403 | $159,480.8 | 23.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34,715 | $16.67M | $16.51M | -$155,447.57 | -0.93% |
Craig Silberg EVERPAR ADVISORS LLC | 3,829 | $1.81M | $1.82M | $10,246.02 | 0.57% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,509 | $1.26M | $1.67M | $410,087.56 | 32.57% |
| DWS Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 846 | $405,403 | $402,459.12 | -$2,943.88 | -0.73% |
Matthew Stead Sachetta, LLC | 939 | $347,448.93 | $446,701.08 | $99,252.15 | 28.57% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 885 | $332,224.82 | $421,012.2 | $88,787.38 | 26.72% |
Jody White Farrow Financial Inc. | 983 | $350,596.78 | $467,632.76 | $117,035.98 | 33.38% |
Christian J. Cyr Cyr Financial Inc. | 2,663 | $1.25M | $1.27M | $16,770.48 | 1.34% |
Richard K. Oring New Century Financial Group, LLC | 867 | $400,475.89 | $412,449.24 | $11,973.35 | 2.99% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 6,858 | $3.18M | $3.26M | $87,039.34 | 2.74% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 9,776 | $4.66M | $4.65M | -$12,225.41 | -0.26% |
Adam Colby Wealth Group Ltd | 2,205 | $1.03M | $1.05M | $21,135.91 | 2.06% |
Neil Greenspan Fielder Capital Group LLC | 12,544 | $4.59M | $5.97M | $1.38M | 30.12% |
Scott Noble Boomfish Wealth Group, LLC | 4,559 | $1.76M | $2.17M | $411,462.44 | 23.41% |