| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 4,146 | $295,708.03 | $321,024.78 | $25,316.75 | 8.56% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,259 | $314,325.41 | $407,204.37 | $92,878.96 | 29.55% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,676 | $203,530 | $207,202.68 | $3,672.68 | 1.8% |
| AWA Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 8,265 | $489,806.07 | $639,876.3 | $150,070.23 | 30.64% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 21,731 | $1.29M | $1.68M | $390,090.41 | 30.18% |
Rob Dainard Hara Capital LLC | 323 | $21,187.25 | $25,019.58 | $3,832.33 | 18.09% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 744 | $54,214.32 | $57,607.92 | $3,393.6 | 6.26% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 9,980 | $596,345.17 | $772,551.8 | $176,256.53 | 29.56% |
Christy Clarin Portfolio Design Labs, LLC | 33,273 | $2.16M | $2.58M | $417,664.36 | 19.36% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 29,626 | $1.75M | $2.29M | $543,479.99 | 31.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 70,681 | $4.67M | $5.47M | $798,565.41 | 17.09% |
Craig Silberg EVERPAR ADVISORS LLC | 14,379 | $931,371.75 | $1.11M | $181,634.75 | 19.5% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,160 | $557,510.21 | $709,350.4 | $151,840.19 | 27.23% |
Carol Smith Access Investment Management LLC | 165 | $11,674 | $12,774.3 | $1,100.3 | 9.42% |
Matthew Stead Sachetta, LLC | 996 | $61,610.83 | $77,120.28 | $15,509.45 | 25.17% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,501 | $352,133.78 | $425,942.43 | $73,808.65 | 20.96% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,932 | $222,981 | $227,024.76 | $4,043.76 | 1.81% |
Neil Greenspan Fielder Capital Group LLC | 12,624 | $770,857.3 | $977,476.32 | $206,619.02 | 26.8% |
Scott Noble Boomfish Wealth Group, LLC | 4,921 | $293,245.69 | $381,180.66 | $87,934.97 | 29.99% |
Chandler te Velde Maia Wealth LLC | 15,437 | $1.09M | $1.2M | $108,039.35 | 9.94% |