| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,226 | $282,104.19 | $406,957.34 | $124,853.15 | 44.26% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 10 | $3,017 | $1,828.2 | -$1,188.8 | -39.4% |
Christy Clarin Portfolio Design Labs, LLC | 2,500 | $269,650 | $457,050.02 | $187,400.02 | 69.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,620 | $2.03M | $4.32M | $2.29M | 112.95% |
Craig Silberg EVERPAR ADVISORS LLC | 4,265 | $540,104.67 | $779,727.34 | $239,622.67 | 44.37% |
Matthew Stead Sachetta, LLC | 594 | $64,569.1 | $108,595.09 | $44,025.99 | 68.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 410 | $60,370.04 | $74,956.2 | $14,586.16 | 24.16% |
Neil Greenspan Fielder Capital Group LLC | 3,777 | $225,921.05 | $737,364.82 | $511,443.77 | 226.38% |
Scott Noble Boomfish Wealth Group, LLC | 28,180 | $1.72M | $5.15M | $3.43M | 199.88% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,438 | $433,868 | $262,895.16 | -$170,972.84 | -39.41% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 30,910 | $2.17M | $5.65M | $3.48M | 160.7% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 897 | $270,634 | $163,989.55 | -$106,644.45 | -39.41% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 58,915 | $3.71M | $10.77M | $7.06M | 190.51% |
Christian Scharosch 1248 Management, LLC | 6,090 | $476,444.46 | $1.11M | $636,929.4 | 133.68% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,000 | $107,860 | $182,820.01 | $74,960.01 | 69.5% |
Margaret Nickens Elm3 Financial Group, LLC | 5,250 | $341,654.36 | $959,805.05 | $618,150.69 | 180.93% |
Jonathan Chatfield LM Advisors LLC | 4,200 | $352,946.94 | $767,844.04 | $414,897.1 | 117.55% |
Jennifer Milam Mustard Seed Financial, LLC | 700 | $211,197 | $136,815 | -$74,382 | -35.22% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,015 | $342,259.02 | $368,382.32 | $26,123.3 | 7.63% |
Alan Gilmore Private Wealth Management Group, LLC | 49 | $2,848.37 | $8,958.18 | $6,109.81 | 214.5% |