| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 37 | $5,686.44 | $5,914.08 | $227.64 | 4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,360 | $903,056.63 | $1.02M | $113,525.77 | 12.57% |
Craig Silberg EVERPAR ADVISORS LLC | 2,311 | $322,218.87 | $369,390.24 | $47,171.37 | 14.64% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,409 | $522,792.13 | $864,574.56 | $341,782.43 | 65.38% |
Matthew Stead Sachetta, LLC | 700 | $79,211.15 | $111,888 | $32,676.85 | 41.25% |
Ellwood Derricks Partnership Wealth Management, LLC | 2,000 | $182,810 | $319,680 | $136,870 | 74.87% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 103 | $15,007 | $16,463.52 | $1,456.52 | 9.71% |
Adam Colby Wealth Group Ltd | 7,077 | $976,632.09 | $1.13M | $154,555.59 | 15.83% |
Chandler te Velde Maia Wealth LLC | 12,862 | $1.96M | $2.06M | $98,084.8 | 5.01% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,643 | $255,210.69 | $262,617.12 | $7,406.43 | 2.9% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 55,567 | $8.76M | $8.88M | $119,294.17 | 1.36% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 180 | $18,071.32 | $28,771.2 | $10,699.88 | 59.21% |
Sharon Allen Sterling Wealth Management, Inc. | 1,788 | $244,496.09 | $285,793.92 | $41,297.83 | 16.89% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,702 | $265,408.57 | $272,047.68 | $6,639.11 | 2.5% |
Amy Taylor Pingora Partners LLC | 1,100 | $100,545.5 | $175,824 | $75,278.5 | 74.87% |
Kelly Richert Clayton Financial Group LLC | 619 | $96,199.9 | $98,940.96 | $2,741.06 | 2.85% |
Alan Gilmore Private Wealth Management Group, LLC | 158 | $21,253.29 | $25,254.72 | $4,001.43 | 18.83% |
David Novak Novak & Powell Financial Services, Inc. | 4,485 | $422,972.24 | $716,882.4 | $293,910.16 | 69.49% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 135 | $20,923.3 | $21,578.4 | $655.1 | 3.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 71,466 | $6.97M | $11.42M | $4.45M | 63.83% |