| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dustin Schick Evergreen Private Wealth LLC | 872 | $147,294.18 | $203,158.56 | $55,864.38 | 37.93% |
Christy Clarin Portfolio Design Labs, LLC | 5,910 | $1.67M | $1.37M | -$300,033.54 | -17.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,859 | $3.44M | $3.39M | -$53,285.57 | -1.55% |
Craig Silberg EVERPAR ADVISORS LLC | 2,566 | $570,251.66 | $596,479.53 | $26,227.87 | 4.6% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,921 | $341,170.78 | $449,129.8 | $107,959.02 | 31.64% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,422 | $421,986.78 | $565,173.7 | $143,186.92 | 33.93% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 785 | $220,857 | $183,062 | -$37,795 | -17.11% |
Carol Smith Access Investment Management LLC | 65 | $19,161 | $15,215.85 | -$3,945.15 | -20.59% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 960 | $262,028.77 | $222,268.8 | -$39,759.97 | -15.17% |
Matthew Stead Sachetta, LLC | 2,884 | $550,617.93 | $672,145.04 | $121,527.11 | 22.07% |
Nicole Davis Northwest Financial Advisors | 880 | $205,718.52 | $205,022.4 | -$696.12 | -0.34% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,052 | $705,509.55 | $709,010.12 | $3,500.57 | 0.5% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 14,534 | $4.28M | $3.4M | -$874,396.47 | -20.44% |
Neil Greenspan Fielder Capital Group LLC | 1,753 | $360,222.83 | $407,493.61 | $47,270.78 | 13.12% |
Chandler te Velde Maia Wealth LLC | 1,601 | $303,023.47 | $372,536.69 | $69,513.22 | 22.94% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,896 | $2.69M | $2.29M | -$407,186.31 | -15.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,939 | $1.22M | $1.6M | $377,645.52 | 30.83% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 5,296 | $933,642.04 | $1.22M | $290,316.52 | 31.1% |
James Morris FMA Wealth Management, LLC | 762 | $214,282 | $176,883.06 | -$37,398.94 | -17.45% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,593 | $449,490.46 | $368,381.25 | -$81,109.21 | -18.04% |