| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,823 | $280,049 | $291,698.22 | $11,649.22 | 4.16% |
Curtis Burkholder Bare Financial Services, Inc | 39 | $4,639.3 | $6,316.05 | $1,676.75 | 36.14% |
Keisuke Ichihara Rakuten Securities, Inc. | 734 | $94,050.94 | $118,056.56 | $24,005.62 | 25.52% |
Sam Tedawes Quantessence Capital LLC | 1,482 | $227,665 | $237,134.81 | $9,469.81 | 4.16% |
Joshua Stipcich Tidemark, LLC | 6 | $634.33 | $985.26 | $350.93 | 55.32% |
Jaran Day OPINICUS CAPITAL, INC. | 1,837 | $282,198 | $297,502.15 | $15,304.15 | 5.42% |
Dustin Schick Evergreen Private Wealth LLC | 43,571 | $3.86M | $7.06M | $3.2M | 82.78% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,455 | $223,517 | $235,637.25 | $12,120.25 | 5.42% |
Christy Clarin Portfolio Design Labs, LLC | 2,373 | $364,541 | $389,670.35 | $25,129.35 | 6.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,634 | $467,564.75 | $906,172.56 | $438,607.81 | 93.81% |
Craig Silberg EVERPAR ADVISORS LLC | 2,729 | $419,229 | $441,961.55 | $22,732.55 | 5.42% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,200 | $337,964 | $361,262 | $23,298 | 6.89% |
Matthew Stead Sachetta, LLC | 193 | $17,786.91 | $31,256.35 | $13,469.44 | 75.73% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 6,895 | $429,227.64 | $1.1M | $674,041.31 | 157.04% |
Neil Greenspan Fielder Capital Group LLC | 7,702 | $539,025.73 | $1.23M | $694,141.49 | 128.78% |
Scott Noble Boomfish Wealth Group, LLC | 33,262 | $2.12M | $5.39M | $3.27M | 153.95% |
Chandler te Velde Maia Wealth LLC | 36,577 | $3.54M | $5.92M | $2.38M | 67.13% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,398 | $278,329.62 | $550,306.1 | $271,976.48 | 97.72% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 50 | $4,204 | $8,097.5 | $3,893.5 | 92.61% |
Christopher Griffith Stablepoint Partners, LLC | 1,463 | $224,746 | $236,932.85 | $12,186.85 | 5.42% |