| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,098 | $137,366.55 | $163,294.56 | $25,928.01 | 18.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,053 | $242,850 | $305,311.89 | $62,461.89 | 25.72% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 7,155 | $816,627.44 | $1.06M | $247,428.38 | 30.3% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,998 | $1.49M | $1.91M | $425,244.57 | 28.59% |
Kelly Richert Clayton Financial Group LLC | 1,530 | $199,937.43 | $227,533.95 | $27,596.52 | 13.8% |
David Novak Novak & Powell Financial Services, Inc. | 12,881 | $1.59M | $1.92M | $330,188.46 | 20.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 28,776 | $3.5M | $4.28M | $781,293.05 | 22.3% |
Angela Mari Abich Financial Wealth Management LLC | 697 | $90,415 | $103,699.66 | $13,284.66 | 14.69% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 21,390 | $2.55M | $3.18M | $631,467.8 | 24.77% |
Philip Smith SWP FINANCIAL LLC | 1,728 | $213,615 | $256,988.16 | $43,373.16 | 20.3% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,516 | $200,874 | $225,626.28 | $24,752.28 | 12.32% |
Columbia Bank Columbia Bank | 21,360 | $2.66M | $3.18M | $518,568.46 | 19.49% |
| WL Wealthcollab LLC WealthCollab, LLC | 284 | $32,388 | $42,286.18 | $9,898.18 | 30.56% |
David Maxey Heritage Family Offices, LLP | 2,278 | $259,546.91 | $339,182.81 | $79,635.9 | 30.68% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,253 | $2.99M | $4.06M | $1.07M | 35.9% |
Kevyn Hill Hilltop National Bank | 2,116 | $250,302 | $314,924.28 | $64,622.28 | 25.82% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 19,500 | $2.58M | $2.91M | $329,940 | 12.77% |
Venkatram Krishnamurthy V2 Financial group LLC | 1,800 | $205,272 | $267,894 | $62,622 | 30.51% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,180 | $137,588 | $174,716.7 | $37,128.7 | 26.99% |
David Millar Gen-Wealth Partners Inc | 2,357 | $279,136.25 | $350,921.94 | $71,785.69 | 25.72% |