| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Blagrove Traveka Wealth, LLC | 540 | $230,015 | $224,208.01 | -$5,806.99 | -2.52% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,648 | $644,228.04 | $1.1M | $455,221.59 | 70.66% |
Curtis Burkholder Bare Financial Services, Inc | 84 | $31,871.92 | $34,876.8 | $3,004.88 | 9.43% |
Kevin Stillman Evernest Financial Advisors, LLC | 602 | $214,908.28 | $274,012.34 | $59,104.06 | 27.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 564 | $235,148.23 | $259,417.43 | $24,269.2 | 10.32% |
Joshua Stipcich Tidemark, LLC | 18 | $6,051 | $8,076.06 | $2,025.06 | 33.47% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,687 | $1.46M | $2.36M | $896,619.84 | 61.22% |
Andrea Butler Sequent Planning LLC | 686 | $250,782.9 | $309,735.87 | $58,952.97 | 23.51% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 1,366 | $339,440.81 | $567,163.21 | $227,722.4 | 67.09% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 386 | $136,807.92 | $160,267.2 | $23,459.28 | 17.15% |
RENEE BRUNNER Elite Life Management LLC | 743 | $236,966.22 | $338,191.31 | $101,225.09 | 42.72% |
Christy Clarin Portfolio Design Labs, LLC | 5,839 | $2.11M | $2.68M | $572,476.57 | 27.14% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 3,745 | $1.2M | $1.7M | $503,757.88 | 41.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,728 | $3.88M | $5.39M | $1.52M | 39.17% |
Craig Silberg EVERPAR ADVISORS LLC | 1,836 | $514,708.67 | $762,307.22 | $247,598.55 | 48.1% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 881 | $233,790.9 | $365,791.21 | $132,000.31 | 56.46% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,600 | $896,737.42 | $1.62M | $718,474.62 | 80.12% |
Carol Smith Access Investment Management LLC | 55 | $19,635 | $22,836 | $3,201 | 16.3% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 680 | $242,754.43 | $282,336.01 | $39,581.58 | 16.31% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,487 | $531,247.93 | $671,395.38 | $140,147.45 | 26.38% |