| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 16,062 | $1.03M | $1.32M | $292,069.93 | 28.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,412 | $93,643.92 | $115,953.44 | $22,309.52 | 23.82% |
Joshua Stipcich Tidemark, LLC | 879 | $55,389.27 | $72,183.48 | $16,794.21 | 30.32% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,261 | $382,181.97 | $514,153.32 | $131,971.35 | 34.53% |
Andrea Butler Sequent Planning LLC | 3,189 | $223,084.15 | $263,794.08 | $40,709.93 | 18.25% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 4,146 | $295,708.03 | $340,200.03 | $44,492 | 15.05% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,914 | $364,738.23 | $482,286.7 | $117,548.47 | 32.23% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,676 | $203,530 | $218,428.5 | $14,898.5 | 7.32% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 8,265 | $489,806.07 | $678,349.87 | $188,543.8 | 38.49% |
Wynn Capital LLC Wynn Capital, LLC | 21,807 | $1.31M | $1.79M | $484,450.72 | 37.11% |
Rob Dainard Hara Capital LLC | 323 | $21,187.25 | $26,510.22 | $5,322.97 | 25.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 744 | $54,214.32 | $61,097.28 | $6,882.96 | 12.7% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 9,980 | $596,345.17 | $819,108.5 | $222,763.33 | 37.35% |
Christy Clarin Portfolio Design Labs, LLC | 33,273 | $2.16M | $2.74M | $586,192.11 | 27.17% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 29,626 | $1.75M | $2.43M | $681,389.02 | 38.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 70,681 | $4.67M | $5.8M | $1.13M | 24.22% |
Craig Silberg EVERPAR ADVISORS LLC | 14,504 | $941,530.5 | $1.2M | $254,614.38 | 27.04% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,160 | $557,510.21 | $751,807 | $194,296.79 | 34.85% |
Carol Smith Access Investment Management LLC | 165 | $11,674 | $13,622.4 | $1,948.4 | 16.69% |
Matthew Stead Sachetta, LLC | 1,334 | $89,077.25 | $108,894.42 | $19,817.17 | 22.25% |