| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MG Melissa Glennie Capital Management Associates, Inc | 6,058 | $290,506.04 | $474,765.46 | $184,259.42 | 63.43% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $211.15 | $391.35 | $180.2 | 85.34% |
Curtis Burkholder Bare Financial Services, Inc | 50 | $2,883.52 | $3,904 | $1,020.48 | 35.39% |
Keisuke Ichihara Rakuten Securities, Inc. | 207 | $13,791.58 | $15,599.52 | $1,807.94 | 13.11% |
Joshua Stipcich Tidemark, LLC | 5 | $332 | $381.3 | $49.3 | 14.85% |
Jaran Day OPINICUS CAPITAL, INC. | 2,681 | $251,099 | $208,394.13 | -$42,704.87 | -17.01% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 8,246 | $506,675.66 | $645,991.64 | $139,315.98 | 27.5% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,500 | $234,150 | $191,100 | -$43,050 | -18.39% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 297 | $14,606 | $22,646.25 | $8,040.25 | 55.05% |
Christy Clarin Portfolio Design Labs, LLC | 3,131 | $189,305.35 | $243,403.94 | $54,098.59 | 28.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,797 | $994,309.01 | $1.44M | $446,481.04 | 44.9% |
Craig Silberg EVERPAR ADVISORS LLC | 2,213 | $207,270 | $170,445.26 | -$36,824.74 | -17.77% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,975 | $244,949.47 | $468,201 | $223,251.53 | 91.14% |
Matthew Stead Sachetta, LLC | 299 | $19,847.92 | $23,000.57 | $3,152.65 | 15.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 552 | $37,404.19 | $43,100.16 | $5,695.97 | 15.23% |
Neil Greenspan Fielder Capital Group LLC | 3,777 | $263,771.56 | $290,904.54 | $27,132.98 | 10.29% |
Scott Noble Boomfish Wealth Group, LLC | 4,698 | $439,984 | $364,400.37 | -$75,583.63 | -17.18% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 72,284 | $3.48M | $5.43M | $1.95M | 55.99% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 3,205 | $145,268.58 | $246,208.1 | $100,939.52 | 69.48% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 6,090 | $293,438.98 | $479,587.5 | $186,148.52 | 63.44% |