| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 175 | $47,832.74 | $63,012.25 | $15,179.51 | 31.73% |
Keisuke Ichihara Rakuten Securities, Inc. | 562 | $159,417.89 | $205,315.45 | $45,897.56 | 28.79% |
Joshua Stipcich Tidemark, LLC | 105 | $22,985.95 | $38,855.25 | $15,869.3 | 69.04% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,872 | $279,255.09 | $674,051.05 | $394,795.96 | 141.37% |
Andrea Butler Sequent Planning LLC | 593 | $221,454 | $200,217.55 | -$21,236.45 | -9.59% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 725 | $187,232.48 | $261,050.76 | $73,818.28 | 39.43% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,544 | $218,666.57 | $555,948.09 | $337,281.52 | 154.24% |
Wynn Capital LLC Wynn Capital, LLC | 8,870 | $944,441.54 | $3.19M | $2.25M | 238.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 128 | $39,190.34 | $46,088.96 | $6,898.62 | 17.6% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 655 | $244,975 | $239,291.14 | -$5,683.86 | -2.32% |
RENEE BRUNNER Elite Life Management LLC | 1,185 | $381,890.51 | $443,841.75 | $61,951.24 | 16.22% |
Christy Clarin Portfolio Design Labs, LLC | 9,179 | $2.26M | $3.37M | $1.11M | 48.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,719 | $3.27M | $5.01M | $1.74M | 53.25% |
Craig Silberg EVERPAR ADVISORS LLC | 3,152 | $733,434.95 | $1.13M | $401,505.71 | 54.74% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,481 | $217,028.97 | $548,044.03 | $331,015.06 | 152.52% |
Matthew Stead Sachetta, LLC | 975 | $252,137.54 | $351,068.26 | $98,930.72 | 39.24% |
Nicole Davis Northwest Financial Advisors | 968 | $195,552.57 | $348,547.77 | $152,995.2 | 78.24% |
Christian J. Cyr Cyr Financial Inc. | 5,175 | $1M | $1.86M | $858,912.49 | 85.51% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,575 | $531,018.41 | $927,180.27 | $396,161.86 | 74.6% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 721 | $204,599.6 | $265,601.98 | $61,002.38 | 29.82% |