| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Ragan Grunden Financial Advisory, Inc. | 1,112 | $195,967.65 | $388,510.56 | $192,542.91 | 98.25% |
Rob Dainard Hara Capital LLC | 7,460 | $1.04M | $2.61M | $1.56M | 150.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,016 | $499,959.76 | $699,854.4 | $199,894.64 | 39.98% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 2,612 | $493,550.84 | $912,580.56 | $419,029.72 | 84.9% |
Dustin Schick Evergreen Private Wealth LLC | 32,415 | $5.45M | $11.33M | $5.87M | 107.63% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,399 | $359,614.56 | $488,782.62 | $129,168.06 | 35.92% |
RENEE BRUNNER Elite Life Management LLC | 2,626 | $661,268.44 | $917,471.88 | $256,203.44 | 38.74% |
Christy Clarin Portfolio Design Labs, LLC | 741 | $180,121.28 | $257,882.82 | $77,761.54 | 43.17% |
JORDAN GREEN Valley Financial Group, Inc. | 993 | $241,404.62 | $346,934.34 | $105,529.72 | 43.71% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 34,441 | $4.93M | $12.03M | $7.11M | 144.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 90,237 | $18.6M | $31.76M | $13.16M | 70.72% |
Craig Silberg EVERPAR ADVISORS LLC | 17,889 | $3.89M | $6.23M | $2.34M | 60.09% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 672 | $240,233 | $234,783.36 | -$5,449.64 | -2.27% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 11,848 | $2.16M | $4.14M | $1.98M | 91.27% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,788 | $542,174.98 | $1.32M | $781,276.46 | 144.1% |
Carol Smith Access Investment Management LLC | 330 | $58,156.57 | $114,780.6 | $56,624.03 | 97.36% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 4,797 | $901,501.95 | $1.67M | $763,776.6 | 84.72% |
Matthew Stead Sachetta, LLC | 3,445 | $721,452.75 | $1.21M | $483,969.97 | 67.08% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,031 | $182,249.36 | $360,210.78 | $177,961.42 | 97.65% |
Jody White Farrow Financial Inc. | 13,093 | $2.05M | $4.57M | $2.53M | 123.28% |