| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 24 | $1,894.55 | $2,382.72 | $488.17 | 25.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,193 | $1.26M | $1.61M | $350,635.25 | 27.74% |
Craig Silberg EVERPAR ADVISORS LLC | 2,869 | $242,746 | $286,096.68 | $43,350.68 | 17.86% |
Matthew Stead Sachetta, LLC | 438 | $33,466.82 | $43,791.24 | $10,324.42 | 30.85% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 399 | $28,468.01 | $40,007.73 | $11,539.72 | 40.54% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,397 | $225,726 | $239,028.84 | $13,302.84 | 5.89% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 27,443 | $2.03M | $2.74M | $705,807.91 | 34.76% |
Amy Taylor Pingora Partners LLC | 170 | $12,598.96 | $17,110.5 | $4,511.54 | 35.81% |
Kelly Richert Clayton Financial Group LLC | 32 | $3,014 | $3,182.4 | $168.4 | 5.59% |
Christopher Griffith Stablepoint Partners, LLC | 67,921 | $4.7M | $6.84M | $2.14M | 45.49% |
Amber Baker NDVR, Inc. | 2,542 | $185,547.78 | $253,488.24 | $67,940.46 | 36.62% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 3,228 | $228,284.01 | $321,896.16 | $93,612.15 | 41.01% |
Alan Gilmore Private Wealth Management Group, LLC | 252 | $17,821.67 | $25,268.04 | $7,446.37 | 41.78% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 277 | $22,806.75 | $27,880.05 | $5,073.3 | 22.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 112,338 | $7.52M | $11.26M | $3.74M | 49.8% |
Angela Mari Abich Financial Wealth Management LLC | 6,097 | $478,199.79 | $607,992.84 | $129,793.05 | 27.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 29 | $2,454 | $2,891.88 | $437.88 | 17.84% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,898 | $685,625.57 | $883,482.42 | $197,856.85 | 28.86% |
Kevin Kuhn Kuhn & Co Investment Counsel | 7,633 | $504,918.88 | $761,162.76 | $256,243.88 | 50.75% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 2,830 | $187,173.78 | $282,547.2 | $95,373.42 | 50.95% |