| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sam Tedawes Quantessence Capital LLC | 7,132 | $553,372 | $827,240.68 | $273,868.68 | 49.49% |
Joshua Stipcich Tidemark, LLC | 1,025 | $53,652.5 | $124,455.5 | $70,803 | 131.97% |
Emily Priebe Priebe Wealth Holdings LLC | 5,600 | $351,175.4 | $649,544 | $298,368.6 | 84.96% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 37,299 | $1.94M | $4.33M | $2.39M | 123.5% |
Andrea Butler Sequent Planning LLC | 3,184 | $245,613.3 | $369,312.16 | $123,698.86 | 50.36% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 1,800 | $211,428 | $208,782 | -$2,646 | -1.25% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,929 | $226,530 | $223,744.71 | -$2,785.29 | -1.23% |
Wynn Capital LLC Wynn Capital, LLC | 48,044 | $2.56M | $5.57M | $3.01M | 117.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,072 | $102,735.87 | $124,341.28 | $21,605.41 | 21.03% |
Christy Clarin Portfolio Design Labs, LLC | 30,209 | $1.87M | $3.5M | $1.64M | 87.86% |
Paul Cohen Marest Capital, LLC | 7,222 | $500,106.53 | $877,473 | $377,366.47 | 75.46% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 25,525 | $1.32M | $3.1M | $1.78M | 134.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 66,501 | $3.95M | $7.71M | $3.76M | 95.25% |
Craig Silberg EVERPAR ADVISORS LLC | 29,987 | $1.77M | $3.48M | $1.71M | 96.59% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,011 | $236,212 | $233,255.89 | -$2,956.11 | -1.25% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 8,983 | $466,496.39 | $1.09M | $624,219.47 | 133.81% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 1,842 | $216,326 | $213,653.58 | -$2,672.42 | -1.24% |
Carol Smith Access Investment Management LLC | 294 | $20,398 | $34,101.06 | $13,703.06 | 67.18% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,740 | $321,840 | $317,812.6 | -$4,027.4 | -1.25% |
Matthew Stead Sachetta, LLC | 1,261 | $86,396.44 | $146,263.39 | $59,866.95 | 69.29% |