| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 995 | $29,176.23 | $37,586.12 | $8,409.89 | 28.82% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,197 | $218,153.19 | $311,895.84 | $93,742.65 | 42.97% |
Rob Dainard Hara Capital LLC | 9,225 | $243,078.94 | $350,457.75 | $107,378.81 | 44.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 414 | $13,466.11 | $15,752.7 | $2,286.59 | 16.98% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 11,295 | $349,195.32 | $429,774.74 | $80,579.42 | 23.08% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,717 | $540,314.37 | $633,908.64 | $93,594.27 | 17.32% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 12,660 | $350,551.29 | $478,231.5 | $127,680.21 | 36.42% |
Matthew Stead Sachetta, LLC | 500 | $15,440 | $19,025 | $3,585 | 23.22% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,881 | $222,534.57 | $223,772.04 | $1,237.47 | 0.56% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 50 | $1,892 | $1,945 | $53 | 2.8% |
Chandler te Velde Maia Wealth LLC | 20,647 | $650,323.96 | $785,618.33 | $135,294.37 | 20.8% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 47,859 | $1.61M | $1.82M | $207,011.99 | 12.83% |
Nicholas Holmes Objectivity Squared, LLC | 48,082 | $1.5M | $1.82M | $315,668.77 | 21.04% |
Amy Taylor Pingora Partners LLC | 2,500 | $72,950.19 | $97,250 | $24,299.81 | 33.31% |
Michael Herman Apollon Financial, LLC | 26,261 | $758,456.48 | $999,231.02 | $240,774.54 | 31.75% |
Christopher Griffith Stablepoint Partners, LLC | 32,265 | $887,147.77 | $1.23M | $340,535.48 | 38.39% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 600 | $16,914 | $22,830 | $5,916 | 34.98% |
Jonathan Chatfield LM Advisors LLC | 6,355 | $233,065.34 | $240,981.6 | $7,916.26 | 3.4% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 8,059 | $212,354.65 | $306,403.18 | $94,048.53 | 44.29% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 32,654 | $1.09M | $1.24M | $153,496.36 | 14.1% |