| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 159,239 | $10.38M | $12.36M | $1.98M | 19.02% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 77,032 | $4.17M | $5.98M | $1.81M | 43.45% |
Matthew Stead Sachetta, LLC | 903 | $63,255.48 | $70,081.83 | $6,826.35 | 10.79% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 16,440 | $1.08M | $1.28M | $192,735.97 | 17.79% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,992 | $208,969.09 | $232,209.12 | $23,240.03 | 11.12% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 4,674 | $248,487.78 | $362,749.14 | $114,261.36 | 45.98% |
Neil Greenspan Fielder Capital Group LLC | 4,605 | $246,494.47 | $368,215.8 | $121,721.33 | 49.38% |
Chandler te Velde Maia Wealth LLC | 115,395 | $6.47M | $8.96M | $2.49M | 38.51% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 37,629 | $2.26M | $2.92M | $659,060.38 | 29.14% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 25,865 | $1.6M | $2.01M | $406,987.54 | 25.43% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 170,783 | $10M | $13.25M | $3.26M | 32.59% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 70,714 | $4.98M | $5.49M | $504,136.72 | 10.12% |
Michael Herman Apollon Financial, LLC | 71,709 | $4.9M | $5.57M | $667,856.66 | 13.64% |
Kelly Richert Clayton Financial Group LLC | 28,827 | $1.63M | $2.24M | $610,357.57 | 37.52% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 6,976 | $391,900.55 | $541,407.36 | $149,506.81 | 38.15% |
David McNeely Darden Wealth Group Inc | 25,523 | $1.44M | $2.04M | $596,306.52 | 41.28% |
Amber Baker NDVR, Inc. | 8,719 | $451,267.33 | $676,681.59 | $225,414.26 | 49.95% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 164,941 | $8.63M | $12.8M | $4.17M | 48.3% |
Jonathan Chatfield LM Advisors LLC | 4,618 | $243,277.91 | $358,402.98 | $115,125.07 | 47.32% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 35,650 | $1.94M | $2.77M | $831,076.82 | 42.93% |