| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,122 | $306,662.4 | $325,026.74 | $18,364.34 | 5.99% |
Rob Dainard Hara Capital LLC | 520 | $63,923.66 | $80,178.8 | $16,255.14 | 25.43% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 37 | $4,429.05 | $5,677.09 | $1,248.04 | 28.18% |
Dustin Schick Evergreen Private Wealth LLC | 30,022 | $3.73M | $4.59M | $856,044.58 | 22.95% |
Christy Clarin Portfolio Design Labs, LLC | 11,610 | $1.32M | $1.78M | $463,200.96 | 35.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,204 | $764,969.04 | $956,594.76 | $191,625.72 | 25.05% |
Craig Silberg EVERPAR ADVISORS LLC | 2,164 | $305,191.75 | $333,667.16 | $28,475.41 | 9.33% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,830 | $262,633.91 | $280,301.1 | $17,667.19 | 6.73% |
Matthew Stead Sachetta, LLC | 194 | $25,520.53 | $29,705.28 | $4,184.75 | 16.4% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 180 | $25,801.08 | $27,471.6 | $1,670.52 | 6.47% |
Neil Greenspan Fielder Capital Group LLC | 5,832 | $709,049.75 | $899,236.08 | $190,186.33 | 26.82% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,287 | $452,769 | $506,822.53 | $54,053.53 | 11.94% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,936 | $241,691.31 | $296,091.84 | $54,400.53 | 22.51% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 29,347 | $3.91M | $4.5M | $587,574.85 | 15.03% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,363 | $386,062.27 | $518,540.97 | $132,478.7 | 34.32% |
Amy Taylor Pingora Partners LLC | 295 | $37,713.12 | $45,185.15 | $7,472.03 | 19.81% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 23 | $2,781.88 | $3,546.37 | $764.49 | 27.48% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 11,388 | $1.38M | $1.74M | $367,604.32 | 26.69% |
Alan Gilmore Private Wealth Management Group, LLC | 76 | $9,720.07 | $11,599.12 | $1,879.05 | 19.33% |
David P. Cushing nVerses Capital, LLC | 2,925 | $379,460 | $448,022.25 | $68,562.25 | 18.07% |