| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 1,644 | $423,450.1 | $484,634.76 | $61,184.66 | 14.45% |
Joshua Stipcich Tidemark, LLC | 22 | $5,726 | $6,524.32 | $798.32 | 13.94% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,358 | $618,165.1 | $676,628.12 | $58,463.02 | 9.46% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,047 | $261,756.57 | $300,436.66 | $38,680.09 | 14.78% |
Rob Dainard Hara Capital LLC | 2,035 | $533,048 | $599,348.2 | $66,300.2 | 12.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 26 | $6,578.73 | $7,460.7 | $881.97 | 13.41% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,043 | $1.32M | $1.49M | $165,662.55 | 12.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,252 | $2.13M | $2.41M | $279,786.02 | 13.11% |
Craig Silberg EVERPAR ADVISORS LLC | 2,345 | $606,458.9 | $672,897.77 | $66,438.87 | 10.96% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,247 | $583,340.02 | $666,370.32 | $83,030.3 | 14.23% |
Matthew Stead Sachetta, LLC | 229 | $60,697.25 | $65,711.55 | $5,014.3 | 8.26% |
Jody White Farrow Financial Inc. | 2,933 | $768,270.9 | $841,624.38 | $73,353.48 | 9.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 68 | $17,756.87 | $19,775.08 | $2,018.21 | 11.37% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,146 | $284,306.66 | $328,844.71 | $44,538.05 | 15.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,834 | $684,826.35 | $813,216.33 | $128,389.98 | 18.75% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 908 | $230,407.58 | $260,550.61 | $30,143.03 | 13.08% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 93 | $24,373 | $26,686.35 | $2,313.35 | 9.49% |
Christian Scharosch 1248 Management, LLC | 110 | $27,338.7 | $32,176.1 | $4,837.4 | 17.69% |
Sharon Allen Sterling Wealth Management, Inc. | 1,717 | $449,675.6 | $492,693.17 | $43,017.57 | 9.57% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 3,164 | $827,103.33 | $907,909.83 | $80,806.5 | 9.77% |