| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Silberg EVERPAR ADVISORS LLC | 717 | $235,362.74 | $269,584.82 | $34,222.08 | 14.54% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 791 | $192,260.1 | $301,900.98 | $109,640.88 | 57.03% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 713 | $150,364.74 | $271,674.39 | $121,309.65 | 80.68% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,899 | $2.51M | $3.35M | $835,131.97 | 33.26% |
Nicole Davis Northwest Financial Advisors | 1,252 | $303,157.29 | $476,999.48 | $173,842.19 | 57.34% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 696 | $299,481.19 | $265,642.33 | -$33,838.86 | -11.3% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 46 | $19,794 | $17,604.66 | -$2,189.34 | -11.06% |
Adam Colby Wealth Group Ltd | 654 | $259,187 | $245,285.97 | -$13,901.03 | -5.36% |
Neil Greenspan Fielder Capital Group LLC | 845 | $205,386.02 | $317,711.54 | $112,325.52 | 54.69% |
Chandler te Velde Maia Wealth LLC | 986 | $360,873.62 | $370,726.13 | $9,852.51 | 2.73% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,194 | $4.51M | $5.71M | $1.2M | 26.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 29,572 | $6.75M | $11.26M | $4.51M | 66.87% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 618 | $265,919.22 | $232,361.82 | -$33,557.4 | -12.62% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 755 | $268,664.36 | $287,043.45 | $18,379.09 | 6.84% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 905 | $212,352.32 | $340,270.94 | $127,918.62 | 60.24% |
Christian Scharosch 1248 Management, LLC | 1,415 | $420,769.69 | $532,025.85 | $111,256.16 | 26.44% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 45,386 | $16.16M | $17.06M | $904,457.93 | 5.6% |
Michael Herman Apollon Financial, LLC | 15,988 | $4.57M | $6.01M | $1.45M | 31.68% |
Margaret Nickens Elm3 Financial Group, LLC | 564 | $214,794 | $212,058.36 | -$2,735.64 | -1.27% |
Chris Chatto Encompass More Asset Management | 18,254 | $6.98M | $6.86M | -$113,368.58 | -1.62% |