| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 1,247 | $203,947 | $278,891.54 | $74,944.54 | 36.75% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,980 | $653,020.54 | $890,126.96 | $237,106.42 | 36.31% |
Wynn Capital LLC Wynn Capital, LLC | 7,721 | $1.27M | $1.73M | $455,094.75 | 35.79% |
Rob Dainard Hara Capital LLC | 100 | $22,107.63 | $23,631 | $1,523.37 | 6.89% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $93,732.2 | $71,120.7 | -$22,611.5 | -24.12% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 727 | $204,341 | $171,557.46 | -$32,783.54 | -16.04% |
Dustin Schick Evergreen Private Wealth LLC | 872 | $147,294.18 | $195,022.79 | $47,728.61 | 32.4% |
Christy Clarin Portfolio Design Labs, LLC | 5,910 | $1.67M | $1.4M | -$271,251.84 | -16.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,859 | $3.44M | $3.51M | $67,072.33 | 1.95% |
Craig Silberg EVERPAR ADVISORS LLC | 2,566 | $570,251.66 | $573,885.87 | $3,634.21 | 0.64% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,901 | $336,771.57 | $425,158.63 | $88,387.06 | 26.25% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,422 | $421,986.78 | $572,342.82 | $150,356.04 | 35.63% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 785 | $220,857 | $175,565.24 | -$45,291.76 | -20.51% |
Carol Smith Access Investment Management LLC | 65 | $19,161 | $14,537.25 | -$4,623.75 | -24.13% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 971 | $265,133.12 | $217,164.14 | -$47,968.98 | -18.09% |
Matthew Stead Sachetta, LLC | 2,884 | $550,617.93 | $645,006.57 | $94,388.64 | 17.14% |
Nicole Davis Northwest Financial Advisors | 880 | $205,718.52 | $196,811.99 | -$8,906.53 | -4.33% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,052 | $705,509.55 | $682,579.77 | -$22,929.78 | -3.25% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 14,534 | $4.28M | $3.41M | -$871,489.52 | -20.38% |
Neil Greenspan Fielder Capital Group LLC | 1,753 | $360,222.83 | $407,993.22 | $47,770.39 | 13.26% |