| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 2,534 | $149,404.73 | $189,859.95 | $40,455.22 | 27.08% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,292 | $168,966.46 | $171,808.55 | $2,842.09 | 1.68% |
Joshua Stipcich Tidemark, LLC | 3,487 | $307,414 | $261,385.87 | -$46,028.13 | -14.97% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 75,890 | $3.25M | $5.69M | $2.44M | 75.23% |
Wynn Capital LLC Wynn Capital, LLC | 6,646 | $259,394 | $498,184.82 | $238,790.82 | 92.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 432 | $30,138.81 | $32,382.76 | $2,243.95 | 7.45% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 3,334 | $207,908 | $249,799.95 | $41,891.95 | 20.15% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 94,979 | $4.22M | $7.12M | $2.9M | 68.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,627 | $1.14M | $1.1M | -$41,422.05 | -3.64% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,370 | $208,939 | $177,655.44 | -$31,283.56 | -14.97% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 77,256 | $5.68M | $5.79M | $112,603.44 | 1.98% |
Matthew Stead Sachetta, LLC | 28,338 | $2.05M | $2.16M | $106,603.42 | 5.19% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 25,788 | $1.84M | $1.93M | $91,700.73 | 4.98% |
Christian J. Cyr Cyr Financial Inc. | 3,859 | $340,209 | $289,271.03 | -$50,937.97 | -14.97% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,850 | $251,256 | $213,636.28 | -$37,619.72 | -14.97% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,509 | $309,354 | $262,613.56 | -$46,740.44 | -15.11% |
Neil Greenspan Fielder Capital Group LLC | 221,080 | $8.63M | $16.55M | $7.92M | 91.75% |
Chandler te Velde Maia Wealth LLC | 17,003 | $820,974.38 | $1.27M | $453,572.2 | 55.25% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,665 | $281,550.48 | $423,968.6 | $142,418.12 | 50.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 42,314 | $2.58M | $3.17M | $585,300.32 | 22.65% |