| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 57 | $4,629.58 | $6,305.2 | $1,675.62 | 36.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 189 | $16,462 | $20,906.73 | $4,444.73 | 27% |
Christy Clarin Portfolio Design Labs, LLC | 2,654 | $241,568 | $293,579.11 | $52,011.11 | 21.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,543 | $513,571.01 | $724,417.41 | $210,846.4 | 41.05% |
Craig Silberg EVERPAR ADVISORS LLC | 3,096 | $286,089.25 | $342,472.09 | $56,382.84 | 19.71% |
Matthew Stead Sachetta, LLC | 361 | $18,053.68 | $40,626.94 | $22,573.26 | 125.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 302 | $27,477 | $33,389.12 | $5,912.12 | 21.52% |
Adam Colby Wealth Group Ltd | 6,451 | $420,024.82 | $727,806.98 | $307,782.16 | 73.28% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 172 | $8,584.62 | $19,016.32 | $10,431.7 | 121.52% |
Christian Scharosch 1248 Management, LLC | 384 | $33,446 | $42,477.16 | $9,031.16 | 27% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,442 | $222,099.9 | $275,359.92 | $53,260.02 | 23.98% |
Kelly Richert Clayton Financial Group LLC | 33 | $2,875 | $3,648.48 | $773.48 | 26.9% |
Alan Gilmore Private Wealth Management Group, LLC | 561 | $25,711.27 | $62,111.9 | $36,400.63 | 141.57% |
David P. Cushing nVerses Capital, LLC | 2,617 | $238,199 | $289,744.82 | $51,545.82 | 21.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 92,261 | $4.78M | $10.25M | $5.47M | 114.35% |
Angela Mari Abich Financial Wealth Management LLC | 29 | $2,638 | $3,206.7 | $568.7 | 21.56% |
| FTM F. Thomas Mosley Mosley Wealth Management | 157 | $14,279 | $17,382.47 | $3,103.47 | 21.73% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 22 | $2,000.74 | $2,435.76 | $435.02 | 21.74% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 200 | $18,204 | $22,143.28 | $3,939.28 | 21.64% |
Douglas E. Morisoli Fairman Group, LLC | 11 | $480 | $1,221.05 | $741.05 | 154.39% |