| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea Butler Sequent Planning LLC | 379 | $445,272 | $402,971.75 | -$42,300.25 | -9.5% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 334 | $217,098.5 | $330,756.85 | $113,658.35 | 52.35% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 605 | $329,193.86 | $599,125.44 | $269,931.58 | 82% |
Wynn Capital LLC Wynn Capital, LLC | 2,013 | $347,336.53 | $1.99M | $1.65M | 473.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 49 | $32,503.29 | $48,524.21 | $16,020.92 | 49.29% |
RENEE BRUNNER Elite Life Management LLC | 386 | $253,594 | $386,115.8 | $132,521.8 | 52.26% |
Christy Clarin Portfolio Design Labs, LLC | 6,217 | $5.57M | $6.16M | $587,677.58 | 10.55% |
Paul Cohen Marest Capital, LLC | 312 | $272,350 | $317,781.37 | $45,431.37 | 16.68% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,231 | $955,380.17 | $1.23M | $275,989.13 | 28.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,388 | $2.14M | $4.56M | $2.42M | 112.81% |
Craig Silberg EVERPAR ADVISORS LLC | 945 | $479,529.85 | $935,824.03 | $456,294.18 | 95.15% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 320 | $209,142 | $316,838.4 | $107,696.4 | 51.49% |
Matthew Stead Sachetta, LLC | 224 | $151,434.61 | $221,824.96 | $70,390.35 | 46.48% |
Nicole Davis Northwest Financial Advisors | 238 | $209,259.31 | $235,689.02 | $26,429.71 | 12.63% |
Christian J. Cyr Cyr Financial Inc. | 197 | $231,447 | $195,087.13 | -$36,359.87 | -15.71% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 644 | $414,494.04 | $637,746.75 | $223,252.71 | 53.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 225 | $197,007.73 | $239,231.25 | $42,223.52 | 21.43% |
Neil Greenspan Fielder Capital Group LLC | 684 | $434,185.89 | $684,205.2 | $250,019.31 | 57.58% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 399 | $217,730.12 | $395,125.7 | $177,395.58 | 81.47% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,264 | $682,806.24 | $1.25M | $568,920.29 | 83.32% |