| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 4,155 | $296,439.46 | $382,717.05 | $86,277.59 | 29.1% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,914 | $364,738.23 | $543,496.6 | $178,758.37 | 49.01% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,678 | $203,692.51 | $241,314.58 | $37,622.07 | 18.47% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 8,265 | $489,806.07 | $764,578.62 | $274,772.55 | 56.1% |
Wynn Capital LLC Wynn Capital, LLC | 21,789 | $1.3M | $2M | $699,854.17 | 53.66% |
Rob Dainard Hara Capital LLC | 291 | $18,887.71 | $26,707.98 | $7,820.27 | 41.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,343 | $102,895.22 | $124,294.65 | $21,399.43 | 20.8% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 10,089 | $605,203.89 | $933,837.84 | $328,633.95 | 54.3% |
Christy Clarin Portfolio Design Labs, LLC | 32,965 | $2.14M | $2.97M | $831,820.03 | 38.89% |
Paul Cohen Marest Capital, LLC | 3,305 | $268,662 | $307,001.45 | $38,339.45 | 14.27% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 29,376 | $1.74M | $2.71M | $974,356.69 | 56.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 70,681 | $4.67M | $6.49M | $1.81M | 38.84% |
Craig Silberg EVERPAR ADVISORS LLC | 14,504 | $941,530.5 | $1.33M | $389,646.62 | 41.38% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,241 | $564,093.1 | $832,706.51 | $268,613.41 | 47.62% |
Carol Smith Access Investment Management LLC | 165 | $11,674 | $15,143.7 | $3,469.7 | 29.72% |
Matthew Stead Sachetta, LLC | 1,334 | $89,077.25 | $123,308.29 | $34,231.04 | 38.43% |
Ellwood Derricks Partnership Wealth Management, LLC | 4,000 | $237,960 | $369,720 | $131,760 | 55.37% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,747 | $372,128.23 | $517,862.17 | $145,733.94 | 39.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,226 | $246,874.65 | $296,792 | $49,917.35 | 20.22% |
Neil Greenspan Fielder Capital Group LLC | 12,716 | $778,334.1 | $1.17M | $388,740.38 | 49.95% |