| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 963 | $248,496.77 | $331,368.3 | $82,871.53 | 33.35% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,542 | $217,919.33 | $530,679.3 | $312,759.97 | 143.52% |
Wynn Capital LLC Wynn Capital, LLC | 9,065 | $962,672.93 | $3.12M | $2.16M | 224.21% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 152 | $45,541.63 | $52,322.96 | $6,781.33 | 14.89% |
RENEE BRUNNER Elite Life Management LLC | 1,160 | $372,360 | $399,306.8 | $26,946.8 | 7.24% |
Christy Clarin Portfolio Design Labs, LLC | 8,942 | $2.17M | $3.08M | $904,328.92 | 41.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,719 | $3.27M | $4.72M | $1.45M | 44.4% |
Craig Silberg EVERPAR ADVISORS LLC | 3,008 | $679,617.82 | $1.03M | $355,314.66 | 52.28% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,449 | $205,066.35 | $498,789.27 | $293,722.92 | 143.23% |
Matthew Stead Sachetta, LLC | 879 | $216,254.22 | $302,578.17 | $86,323.95 | 39.92% |
Nicole Davis Northwest Financial Advisors | 958 | $191,814.63 | $329,695.7 | $137,881.07 | 71.88% |
Christian J. Cyr Cyr Financial Inc. | 4,924 | $910,643.65 | $1.69M | $783,507.79 | 86.04% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,575 | $531,018.41 | $886,057.5 | $355,039.09 | 66.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 728 | $206,586 | $250,468.4 | $43,882.4 | 21.24% |
Neil Greenspan Fielder Capital Group LLC | 2,013 | $346,079.19 | $692,773.95 | $346,694.76 | 100.18% |
Chandler te Velde Maia Wealth LLC | 7,018 | $2M | $2.41M | $410,572.08 | 20.49% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,065 | $221,277 | $366,967.05 | $145,690.05 | 65.84% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,271 | $1.02M | $2.16M | $1.14M | 111.03% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 2,135 | $440,780.48 | $735,080.5 | $294,300.02 | 66.77% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 7,408 | $2.28M | $2.55M | $270,688.47 | 11.86% |