| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 946 | $489,559.32 | $547,592.08 | $58,032.76 | 11.85% |
RENEE BRUNNER Elite Life Management LLC | 1,825 | $942,176.16 | $1.08M | $142,001.59 | 15.07% |
Christy Clarin Portfolio Design Labs, LLC | 17,042 | $9.27M | $10.21M | $945,109.71 | 10.2% |
Paul Cohen Marest Capital, LLC | 5,193 | $2.24M | $3.05M | $814,684.67 | 36.39% |
JORDAN GREEN Valley Financial Group, Inc. | 561 | $228,637.51 | $330,905.84 | $102,268.33 | 44.73% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 4,807 | $1.83M | $2.86M | $1.02M | 55.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35,127 | $20.75M | $20.33M | -$413,903.68 | -1.99% |
Craig Silberg EVERPAR ADVISORS LLC | 7,329 | $3.14M | $4.08M | $940,210.57 | 29.94% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,594 | $645,502.74 | $943,353.11 | $297,850.37 | 46.14% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 840 | $350,945.3 | $467,636.42 | $116,691.12 | 33.25% |
Carol Smith Access Investment Management LLC | 75 | $55,357.24 | $41,753.25 | -$13,603.99 | -24.57% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 489 | $309,027.32 | $272,231.2 | -$36,796.12 | -11.91% |
Matthew Stead Sachetta, LLC | 936 | $492,820.38 | $521,080.58 | $28,260.2 | 5.73% |
Christian J. Cyr Cyr Financial Inc. | 2,038 | $1.26M | $1.13M | -$120,663.47 | -9.61% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 6,300 | $2.43M | $3.51M | $1.08M | 44.36% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,511 | $1.05M | $891,263.32 | -$155,701.72 | -14.87% |
Neil Greenspan Fielder Capital Group LLC | 2,224 | $902,743.16 | $1.32M | $418,468.52 | 46.36% |
Scott Noble Boomfish Wealth Group, LLC | 4,812 | $2.26M | $2.68M | $423,817.21 | 18.79% |
Chandler te Velde Maia Wealth LLC | 10,192 | $4.46M | $5.67M | $1.22M | 27.28% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,053 | $8.07M | $7.27M | -$798,383.19 | -9.9% |