| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Patricia France Gilliland Jeter Wealth Management LLC | 14,246 | $577,681.26 | $1.06M | $479,514.4 | 83.01% |
Rob Dainard Hara Capital LLC | 100 | $5,104 | $7,421 | $2,317 | 45.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 899 | $52,769.99 | $66,714.79 | $13,944.8 | 26.43% |
Christy Clarin Portfolio Design Labs, LLC | 3,562 | $208,835.27 | $264,336.02 | $55,500.75 | 26.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35,946 | $1.87M | $2.67M | $796,701.93 | 42.59% |
Craig Silberg EVERPAR ADVISORS LLC | 7,602 | $410,409.85 | $564,144.42 | $153,734.57 | 37.46% |
Matthew Stead Sachetta, LLC | 906 | $44,170.67 | $67,234.26 | $23,063.59 | 52.21% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 41,396 | $2.5M | $3.07M | $571,518.97 | 22.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,304 | $86,050 | $96,769.84 | $10,719.84 | 12.46% |
Neil Greenspan Fielder Capital Group LLC | 3,761 | $248,169 | $279,103.81 | $30,934.81 | 12.47% |
Chandler te Velde Maia Wealth LLC | 19,620 | $1.18M | $1.46M | $274,279.13 | 23.21% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 25,564 | $1.52M | $1.9M | $379,323.07 | 24.99% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 30,480 | $1.56M | $2.26M | $704,111.8 | 45.2% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 6,280 | $383,718.86 | $466,038.8 | $82,319.94 | 21.45% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 5,179 | $226,131.68 | $384,333.59 | $158,201.91 | 69.96% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,158 | $55,573.35 | $85,935.18 | $30,361.83 | 54.63% |
Sharon Allen Sterling Wealth Management, Inc. | 5,340 | $307,904.54 | $396,281.4 | $88,376.86 | 28.7% |
Amy Taylor Pingora Partners LLC | 1,000 | $40,963.23 | $74,210 | $33,246.77 | 81.16% |
Michael Herman Apollon Financial, LLC | 3,351 | $221,137 | $248,677.71 | $27,540.71 | 12.45% |
Christopher Griffith Stablepoint Partners, LLC | 7,802 | $325,675.06 | $578,986.42 | $253,311.36 | 77.78% |