| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2 | $2,765 | $2,852.06 | $87.06 | 3.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 553 | $461,457.07 | $788,030.53 | $326,573.46 | 70.77% |
Matthew Stead Sachetta, LLC | 20 | $16,220.89 | $28,520.6 | $12,299.71 | 75.83% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 11 | $12,635.64 | $15,422.11 | $2,786.47 | 22.05% |
Neil Greenspan Fielder Capital Group LLC | 531 | $354,433.57 | $714,433.92 | $360,000.35 | 101.57% |
Scott Noble Boomfish Wealth Group, LLC | 1,213 | $909,118.51 | $1.73M | $820,655.92 | 90.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 189 | $206,643 | $269,519.68 | $62,876.68 | 30.43% |
Christian Scharosch 1248 Management, LLC | 548 | $600,252 | $746,677.4 | $146,425.4 | 24.39% |
Alan Gilmore Private Wealth Management Group, LLC | 21 | $15,901.23 | $29,946.63 | $14,045.4 | 88.33% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 322 | $192,355.62 | $433,236.5 | $240,880.88 | 125.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,932 | $7.53M | $14.9M | $7.36M | 97.8% |
Dennis R. Plyler FCG Investment Co | 1,671 | $1.87M | $2.38M | $517,180.9 | 27.72% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,644 | $1.04M | $2.31M | $1.26M | 121.56% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3 | $1,740 | $4,278.09 | $2,538.09 | 145.87% |
Angela Pompian Sunpointe, LLC | 1,870 | $1.72M | $2.67M | $942,162.43 | 54.63% |
Kyle Jones Pineridge Advisors LLC | 6 | $5,145.67 | $8,556.18 | $3,410.51 | 66.28% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 398 | $376,999.5 | $557,812.94 | $180,813.44 | 47.96% |
Ashley Meredith Abel Hall, LLC | 212 | $234,680.58 | $302,318.37 | $67,637.79 | 28.82% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 411 | $372,514 | $586,098.34 | $213,584.34 | 57.34% |
Michael Bailey MGB Wealth Management, LLC | 500 | $315,389.92 | $713,015.01 | $397,625.09 | 126.07% |