| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,351 | $554,161.99 | $865,018.28 | $310,856.29 | 56.09% |
Jaran Day OPINICUS CAPITAL, INC. | 3,583 | $1.45M | $2.35M | $895,332.99 | 61.69% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 427 | $200,385.24 | $277,848.9 | $77,463.66 | 38.66% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,047 | $430,896.1 | $674,487.87 | $243,591.77 | 56.53% |
Wynn Capital LLC Wynn Capital, LLC | 1,517 | $639,773.53 | $987,354.62 | $347,581.09 | 54.33% |
Rob Dainard Hara Capital LLC | 1,899 | $759,353 | $1.22M | $458,019.94 | 60.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 222 | $135,742.68 | $145,969.44 | $10,226.76 | 7.53% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 505 | $223,254.32 | $330,759.85 | $107,505.53 | 48.15% |
Christy Clarin Portfolio Design Labs, LLC | 1,701 | $783,357.42 | $1.09M | $306,779.46 | 39.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,210 | $2.3M | $3.39M | $1.09M | 47.26% |
Craig Silberg EVERPAR ADVISORS LLC | 1,036 | $518,514.56 | $664,138.16 | $145,623.6 | 28.08% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,213 | $893,194.07 | $1.43M | $539,225.5 | 60.37% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,321 | $653,150.57 | $846,457.17 | $193,306.6 | 29.6% |
Matthew Stead Sachetta, LLC | 71 | $33,306.26 | $46,360.87 | $13,054.61 | 39.2% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 556 | $236,587.87 | $361,867.04 | $125,279.17 | 52.95% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 616 | $270,027.58 | $398,749.12 | $128,721.54 | 47.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 7,421 | $3.16M | $4.83M | $1.67M | 52.87% |
Chandler te Velde Maia Wealth LLC | 993 | $402,289.02 | $635,440.56 | $233,151.54 | 57.96% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 555 | $273,457.61 | $355,291.56 | $81,833.95 | 29.93% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,360 | $1.01M | $1.51M | $495,569.37 | 48.83% |