| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaran Day OPINICUS CAPITAL, INC. | 3,583 | $1.45M | $2.12M | $672,112.02 | 46.31% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 427 | $200,385.24 | $253,070.08 | $52,684.84 | 26.29% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,047 | $430,896.1 | $620,525.47 | $189,629.37 | 44.01% |
Wynn Capital LLC Wynn Capital, LLC | 1,522 | $641,772.88 | $902,043.71 | $260,270.83 | 40.55% |
Rob Dainard Hara Capital LLC | 1,899 | $759,353 | $1.16M | $397,669.72 | 52.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 222 | $135,742.68 | $131,572.74 | -$4,169.94 | -3.07% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 505 | $223,254.32 | $299,298.34 | $76,044.02 | 34.06% |
Christy Clarin Portfolio Design Labs, LLC | 1,701 | $783,357.42 | $1.04M | $253,027.86 | 32.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,210 | $2.3M | $3.23M | $926,967.59 | 40.27% |
Craig Silberg EVERPAR ADVISORS LLC | 1,036 | $518,514.56 | $614,006.1 | $95,491.54 | 18.42% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,213 | $893,194.07 | $1.37M | $480,569.98 | 53.8% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,320 | $652,478.91 | $782,324.37 | $129,845.46 | 19.9% |
Matthew Stead Sachetta, LLC | 71 | $33,306.26 | $42,079.57 | $8,773.31 | 26.34% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 556 | $236,587.87 | $329,524.51 | $92,936.64 | 39.28% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 616 | $270,027.58 | $365,084.71 | $95,057.13 | 35.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 7,421 | $3.16M | $4.52M | $1.36M | 43.05% |
Chandler te Velde Maia Wealth LLC | 993 | $402,289.02 | $588,521.29 | $186,232.27 | 46.29% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 488 | $229,289.54 | $289,222.95 | $59,933.41 | 26.14% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,292 | $969,307.89 | $1.36M | $389,091.7 | 40.14% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 377 | $212,364.1 | $233,653.3 | $21,289.2 | 10.02% |