| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,951 | $518,015.44 | $749,344.12 | $231,328.68 | 44.66% |
Dane Grouell Turning Point Benefit Group, Inc. | 5,122 | $181,285.94 | $258,148.8 | $76,862.86 | 42.4% |
Curtis Burkholder Bare Financial Services, Inc | 389 | $15,289.87 | $19,605.6 | $4,315.73 | 28.23% |
Joshua Stipcich Tidemark, LLC | 298 | $10,654 | $14,977.48 | $4,323.48 | 40.58% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,752 | $301,984.96 | $441,100.8 | $139,115.84 | 46.07% |
Rob Dainard Hara Capital LLC | 18,240 | $632,381 | $914,188.8 | $281,807.8 | 44.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 346 | $13,723.29 | $17,438.4 | $3,715.11 | 27.07% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 11,047 | $370,248.69 | $556,768.8 | $186,520.11 | 50.38% |
Christy Clarin Portfolio Design Labs, LLC | 5,269 | $216,292.55 | $264,082.28 | $47,789.73 | 22.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,020 | $1.35M | $1.9M | $555,826.65 | 41.23% |
Craig Silberg EVERPAR ADVISORS LLC | 7,233 | $249,902.7 | $364,543.2 | $114,640.5 | 45.87% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 34,884 | $1.21M | $1.75M | $543,259.01 | 44.9% |
Matthew Stead Sachetta, LLC | 807 | $27,261.33 | $40,672.8 | $13,411.47 | 49.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 719 | $29,917.94 | $36,065.04 | $6,147.1 | 20.55% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,850 | $124,644.66 | $194,040 | $69,395.34 | 55.67% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,655 | $615,250.94 | $889,812 | $274,561.06 | 44.63% |
Christopher Griffith Stablepoint Partners, LLC | 4,968 | $203,936 | $250,387.2 | $46,451.2 | 22.78% |
Alan Gilmore Private Wealth Management Group, LLC | 909 | $31,513.64 | $45,813.6 | $14,299.96 | 45.38% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 267 | $9,481 | $13,394.05 | $3,913.05 | 41.27% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 261,048 | $9.27M | $13.07M | $3.81M | 41.1% |