| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 71,073 | $2.03M | $2.56M | $534,004.77 | 26.3% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,896 | $216,737 | $213,022.48 | -$3,714.52 | -1.71% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 6,136 | $232,184.85 | $219,300.64 | -$12,884.21 | -5.55% |
Kevin Stillman Evernest Financial Advisors, LLC | 15,369 | $481,971.84 | $554,590.36 | $72,618.52 | 15.07% |
Joshua Stipcich Tidemark, LLC | 995 | $29,176.23 | $35,601.1 | $6,424.87 | 22.02% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,197 | $218,153.19 | $296,649.43 | $78,496.24 | 35.98% |
Rob Dainard Hara Capital LLC | 9,225 | $243,078.94 | $332,838 | $89,759.06 | 36.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 414 | $13,466.11 | $14,829.48 | $1,363.37 | 10.12% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 11,295 | $349,195.32 | $402,045.52 | $52,850.2 | 15.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,717 | $540,314.37 | $598,301.43 | $57,987.06 | 10.73% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 12,660 | $350,551.29 | $456,646.2 | $106,094.91 | 30.27% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 7,728 | $275,176 | $278,671.68 | $3,495.68 | 1.27% |
Matthew Stead Sachetta, LLC | 500 | $15,440 | $17,842.5 | $2,402.5 | 15.56% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,881 | $222,534.57 | $212,274.69 | -$10,259.88 | -4.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 50 | $1,892 | $1,778.5 | -$113.5 | -6% |
Chandler te Velde Maia Wealth LLC | 20,647 | $650,323.96 | $747,214.93 | $96,890.97 | 14.9% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,211 | $648,769.55 | $624,242.97 | -$24,526.58 | -3.78% |
Nicholas Holmes Objectivity Squared, LLC | 48,082 | $1.5M | $1.72M | $222,389.69 | 14.82% |
Amy Taylor Pingora Partners LLC | 2,500 | $72,950.19 | $90,237.5 | $17,287.31 | 23.7% |
Michael Herman Apollon Financial, LLC | 26,261 | $758,456.48 | $947,496.88 | $189,040.4 | 24.92% |