| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 246 | $8,493.15 | $12,488.29 | $3,995.14 | 47.04% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $71.02 | $101.53 | $30.51 | 42.96% |
Joshua Stipcich Tidemark, LLC | 298 | $10,654 | $15,128.09 | $4,474.09 | 41.99% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,752 | $301,984.96 | $444,298.78 | $142,313.82 | 47.13% |
Rob Dainard Hara Capital LLC | 18,240 | $632,381 | $925,960.9 | $293,579.9 | 46.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 309 | $11,964.72 | $15,686.51 | $3,721.79 | 31.11% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 11,014 | $368,680.2 | $559,130.12 | $190,449.92 | 51.66% |
Christy Clarin Portfolio Design Labs, LLC | 5,278 | $216,662 | $267,939.78 | $51,277.78 | 23.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,020 | $1.35M | $1.93M | $578,646.25 | 42.92% |
Craig Silberg EVERPAR ADVISORS LLC | 7,233 | $249,902.7 | $367,186.14 | $117,283.44 | 46.93% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 34,582 | $1.2M | $1.76M | $559,912.24 | 46.83% |
Matthew Stead Sachetta, LLC | 757 | $24,884.81 | $37,418.51 | $12,533.7 | 50.37% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 657 | $26,971 | $33,365.74 | $6,394.74 | 23.71% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,850 | $124,644.66 | $195,522.25 | $70,877.59 | 56.86% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 19,507 | $675,681.67 | $964,231.01 | $288,549.34 | 42.7% |
Kelly Richert Clayton Financial Group LLC | 1,625 | $57,791.5 | $82,525.62 | $24,734.12 | 42.8% |
Christopher Griffith Stablepoint Partners, LLC | 4,968 | $203,936 | $252,299.88 | $48,363.88 | 23.72% |
Alan Gilmore Private Wealth Management Group, LLC | 909 | $31,513.64 | $46,068.3 | $14,554.66 | 46.19% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 267 | $9,481 | $13,559.59 | $4,078.59 | 43.02% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 251,578 | $8.81M | $12.75M | $3.93M | 44.61% |