| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 785 | $680,486.96 | $745,922.7 | $65,435.74 | 9.62% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,851 | $1.38M | $1.76M | $381,991.78 | 27.74% |
Jaran Day OPINICUS CAPITAL, INC. | 2,061 | $1.46M | $1.96M | $498,944.36 | 34.21% |
Luke Bunch OxenFree Capital LLC | 352 | $255,555.4 | $333,667.83 | $78,112.43 | 30.57% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 383 | $329,964 | $363,934.26 | $33,970.26 | 10.3% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,264 | $851,560.46 | $1.2M | $349,517.62 | 41.04% |
Rob Dainard Hara Capital LLC | 868 | $572,949.34 | $824,790.96 | $251,841.62 | 43.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 42 | $38,336.75 | $39,909.24 | $1,572.49 | 4.1% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 397 | $322,530.11 | $377,237.34 | $54,707.23 | 16.96% |
RENEE BRUNNER Elite Life Management LLC | 751 | $555,648.51 | $713,615.22 | $157,966.71 | 28.43% |
Christy Clarin Portfolio Design Labs, LLC | 2,739 | $2.53M | $2.6M | $71,924.2 | 2.84% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,878 | $4.01M | $5.59M | $1.58M | 39.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,031 | $8.41M | $9.47M | $1.06M | 12.59% |
Craig Silberg EVERPAR ADVISORS LLC | 944 | $821,005.17 | $897,007.68 | $76,002.51 | 9.26% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,571 | $1.72M | $2.44M | $724,648.95 | 42.17% |
Carol Smith Access Investment Management LLC | 50 | $42,900.2 | $47,511 | $4,610.8 | 10.75% |
Matthew Stead Sachetta, LLC | 483 | $444,285.22 | $456,560.58 | $12,275.36 | 2.76% |
Jody White Farrow Financial Inc. | 2,581 | $2.56M | $2.45M | -$104,756.64 | -4.1% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,390 | $1.7M | $2.26M | $557,922.27 | 32.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 6,435 | $5.18M | $6.08M | $904,786.12 | 17.47% |