| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,520 | $328,001.22 | $365,200 | $37,198.78 | 11.34% |
Wynn Capital LLC Wynn Capital, LLC | 17,397 | $1.59M | $1.8M | $209,020.98 | 13.13% |
Rob Dainard Hara Capital LLC | 8,517 | $799,724.48 | $881,765.01 | $82,040.53 | 10.26% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 563 | $58,062.64 | $54,154.97 | -$3,907.67 | -6.73% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 2,325 | $271,616.72 | $238,312.5 | -$33,304.22 | -12.26% |
Christy Clarin Portfolio Design Labs, LLC | 14,149 | $1.62M | $1.47M | -$144,755.56 | -8.95% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 6,617 | $597,448.93 | $689,226.72 | $91,777.79 | 15.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,783 | $2.53M | $2.44M | -$96,291.62 | -3.8% |
Craig Silberg EVERPAR ADVISORS LLC | 6,442 | $730,512.9 | $670,290.1 | -$60,222.8 | -8.24% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,909 | $630,104.13 | $716,808.75 | $86,704.62 | 13.76% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 2,392 | $230,520 | $247,548.08 | $17,028.08 | 7.39% |
Carol Smith Access Investment Management LLC | 6,527 | $599,810.14 | $675,479.23 | $75,669.09 | 12.62% |
Matthew Stead Sachetta, LLC | 2,101 | $192,158.36 | $202,095.19 | $9,936.83 | 5.17% |
Ellwood Derricks Partnership Wealth Management, LLC | 13,831 | $1.35M | $1.44M | $87,502.94 | 6.49% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,850 | $350,378.13 | $370,331.5 | $19,953.37 | 5.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 353 | $34,028.05 | $37,721.58 | $3,693.53 | 10.85% |
Chandler te Velde Maia Wealth LLC | 7,629 | $791,908.56 | $793,721.16 | $1,812.6 | 0.23% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,518 | $439,414.71 | $467,613 | $28,198.29 | 6.42% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,253 | $1.45M | $1.27M | -$182,558.92 | -12.58% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 5,081 | $551,951.35 | $525,832.69 | -$26,118.66 | -4.73% |