| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 90,237 | $18.6M | $32.39M | $13.79M | 74.12% |
Craig Silberg EVERPAR ADVISORS LLC | 16,545 | $3.41M | $5.94M | $2.53M | 74.25% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,788 | $542,174.98 | $1.36M | $817,679.14 | 150.81% |
Carol Smith Access Investment Management LLC | 362 | $63,796 | $129,954.38 | $66,158.38 | 103.7% |
| DWS Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 4,797 | $901,501.95 | $1.72M | $820,573.08 | 91.02% |
Matthew Stead Sachetta, LLC | 2,917 | $532,743.71 | $1.05M | $514,430.12 | 96.56% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,101 | $194,585.43 | $395,247.99 | $200,662.56 | 103.12% |
Jody White Farrow Financial Inc. | 13,093 | $2.05M | $4.7M | $2.65M | 129.42% |
Christian J. Cyr Cyr Financial Inc. | 4,291 | $789,976.61 | $1.54M | $750,449.48 | 95% |
Richard K. Oring New Century Financial Group, LLC | 2,465 | $434,417.64 | $884,910.35 | $450,492.71 | 103.7% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 19,815 | $3.02M | $7.11M | $4.09M | 135.22% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 37,708 | $6.42M | $13.54M | $7.12M | 110.96% |
Adam Colby Wealth Group Ltd | 2,066 | $389,290.68 | $741,673.34 | $352,382.66 | 90.52% |
Neil Greenspan Fielder Capital Group LLC | 7,955 | $1.22M | $2.86M | $1.63M | 133.68% |
Scott Noble Boomfish Wealth Group, LLC | 3,033 | $497,653.38 | $1.09M | $591,163.29 | 118.79% |
Chandler te Velde Maia Wealth LLC | 30,968 | $4.84M | $11.12M | $6.28M | 129.63% |
| FWM Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 985 | $173,639.01 | $353,605.15 | $179,966.14 | 103.64% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 2,086 | $330,200.44 | $748,853.14 | $418,652.7 | 126.79% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 9,886 | $1.56M | $3.55M | $1.99M | 127.37% |
| EI Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 3,626 | $737,236.51 | $1.3M | $564,461.23 | 76.56% |