| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,075 | $347,793.02 | $531,926.27 | $184,133.25 | 52.94% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 12,245 | $1.92M | $3.14M | $1.22M | 63.36% |
Wynn Capital LLC Wynn Capital, LLC | 15,388 | $2.45M | $3.94M | $1.5M | 61.33% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,188 | $267,991.57 | $304,543.81 | $36,552.24 | 13.64% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,520 | $245,111.99 | $389,652.02 | $144,540.03 | 58.97% |
Christy Clarin Portfolio Design Labs, LLC | 27,205 | $4.52M | $6.97M | $2.45M | 54.13% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 10,800 | $1.79M | $2.75M | $962,645.03 | 53.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 56,007 | $9.55M | $14.36M | $4.81M | 50.4% |
Craig Silberg EVERPAR ADVISORS LLC | 12,152 | $2M | $3.12M | $1.11M | 55.5% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,084 | $358,452.15 | $534,233.42 | $175,781.27 | 49.04% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,126 | $1.44M | $2.37M | $928,836.22 | 64.64% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 2,695 | $423,014.85 | $690,863.28 | $267,848.43 | 63.32% |
Carol Smith Access Investment Management LLC | 5,341 | $833,864.63 | $1.37M | $535,300.77 | 64.2% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,054 | $221,258.3 | $270,192.91 | $48,934.61 | 22.12% |
Matthew Stead Sachetta, LLC | 2,158 | $346,987.59 | $553,203.32 | $206,215.73 | 59.43% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,082 | $225,773.41 | $277,370.71 | $51,597.3 | 22.85% |
Nicole Davis Northwest Financial Advisors | 1,964 | $323,453.63 | $503,471.42 | $180,017.79 | 55.65% |
Jody White Farrow Financial Inc. | 1,120 | $207,670.95 | $287,112.01 | $79,441.06 | 38.25% |
Ellwood Derricks Partnership Wealth Management, LLC | 10,000 | $1.6M | $2.56M | $959,616.8 | 59.83% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,091 | $681,722.13 | $1.05M | $367,005.76 | 53.84% |