| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,929 | $226,530 | $221,970.03 | -$4,559.97 | -2.01% |
Wynn Capital LLC Wynn Capital, LLC | 46,704 | $2.49M | $5.13M | $2.64M | 105.97% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,072 | $102,735.87 | $116,880.16 | $14,144.29 | 13.77% |
Christy Clarin Portfolio Design Labs, LLC | 28,494 | $1.76M | $3.28M | $1.52M | 86.36% |
Paul Cohen Marest Capital, LLC | 5,895 | $408,039.19 | $641,405.47 | $233,366.28 | 57.19% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 25,525 | $1.32M | $2.79M | $1.46M | 110.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 66,501 | $3.95M | $7.56M | $3.61M | 91.29% |
Craig Silberg EVERPAR ADVISORS LLC | 29,987 | $1.77M | $3.41M | $1.64M | 92.6% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,290 | $266,240.81 | $260,235.6 | -$6,005.21 | -2.26% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 8,983 | $466,496.39 | $1.03M | $567,177.42 | 121.58% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 1,842 | $216,326 | $201,183.24 | -$15,142.76 | -7% |
Carol Smith Access Investment Management LLC | 294 | $20,398 | $33,410.16 | $13,012.16 | 63.79% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,733 | $321,017.78 | $314,486.31 | -$6,531.47 | -2.03% |
Matthew Stead Sachetta, LLC | 1,261 | $86,396.44 | $137,436.39 | $51,039.95 | 59.08% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,757 | $206,380 | $192,980.09 | -$13,399.91 | -6.49% |
Jody White Farrow Financial Inc. | 31,658 | $1.62M | $3.45M | $1.83M | 112.57% |
Ellwood Derricks Partnership Wealth Management, LLC | 9,700 | $486,746 | $1.06M | $570,069 | 117.12% |
Christian J. Cyr Cyr Financial Inc. | 16,560 | $1.07M | $1.81M | $736,321.14 | 68.85% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 9,185 | $544,677.44 | $1.06M | $512,240.51 | 94.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,171 | $228,997.81 | $348,334.35 | $119,336.54 | 52.11% |