| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 169 | $16,420.86 | $20,582.51 | $4,161.65 | 25.34% |
Christy Clarin Portfolio Design Labs, LLC | 11,088 | $1.14M | $1.4M | $254,639.32 | 22.33% |
Paul Cohen Marest Capital, LLC | 1,453 | $203,435 | $180,135.67 | -$23,299.33 | -11.45% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 27,097 | $2.17M | $3.31M | $1.14M | 52.41% |
Craig Silberg EVERPAR ADVISORS LLC | 5,840 | $364,236.99 | $730,759.2 | $366,522.21 | 100.63% |
Carol Smith Access Investment Management LLC | 120,118 | $6.41M | $15.12M | $8.71M | 135.82% |
Matthew Stead Sachetta, LLC | 263 | $16,355.74 | $32,263.52 | $15,907.78 | 97.26% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,527 | $263,189.97 | $319,918.2 | $56,728.23 | 21.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 488 | $56,407.52 | $60,116.72 | $3,709.2 | 6.58% |
Neil Greenspan Fielder Capital Group LLC | 2,610 | $229,520.14 | $326,589.3 | $97,069.16 | 42.29% |
Chandler te Velde Maia Wealth LLC | 1,492 | $208,820 | $186,007.64 | -$22,812.36 | -10.92% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,380 | $881,147.63 | $1.16M | $282,816.57 | 32.1% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,081 | $409,960.9 | $630,044 | $220,083.1 | 53.68% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 449 | $32,977.24 | $55,700.69 | $22,723.45 | 68.91% |
Christian Scharosch 1248 Management, LLC | 6,976 | $708,064 | $878,313.28 | $170,249.28 | 24.04% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,255 | $845,698.46 | $1.02M | $175,073.56 | 20.7% |
Amy Taylor Pingora Partners LLC | 300 | $17,437.98 | $37,960.5 | $20,522.52 | 117.69% |
Kelly Richert Clayton Financial Group LLC | 50 | $6,474 | $6,268 | -$206 | -3.18% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,668 | $233,453.95 | $205,514.28 | -$27,939.67 | -11.97% |
Christopher Griffith Stablepoint Partners, LLC | 3,840 | $255,830.6 | $480,998.4 | $225,167.8 | 88.01% |