| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2 | $2,765 | $2,473.48 | -$291.52 | -10.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 553 | $461,457.07 | $687,439.82 | $225,982.75 | 48.97% |
Matthew Stead Sachetta, LLC | 20 | $16,220.89 | $24,721.2 | $8,500.31 | 52.4% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 11 | $12,635.64 | $13,741.2 | $1,105.56 | 8.75% |
Neil Greenspan Fielder Capital Group LLC | 531 | $354,433.57 | $656,804.52 | $302,370.95 | 85.31% |
Scott Noble Boomfish Wealth Group, LLC | 989 | $745,289.3 | $1.23M | $480,442.68 | 64.46% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 463 | $578,013.17 | $568,700.58 | -$9,312.59 | -1.61% |
Christian Scharosch 1248 Management, LLC | 548 | $600,252 | $673,911.22 | $73,659.22 | 12.27% |
Alan Gilmore Private Wealth Management Group, LLC | 21 | $15,901.23 | $26,233.2 | $10,331.97 | 64.98% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 322 | $192,355.62 | $401,476.04 | $209,120.42 | 108.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,932 | $7.53M | $13.66M | $6.13M | 81.34% |
Dennis R. Plyler FCG Investment Co | 1,891 | $2.16M | $2.36M | $200,228.08 | 9.26% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,644 | $1.04M | $2.04M | $995,184.47 | 95.66% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3 | $1,740 | $3,642.78 | $1,902.78 | 109.36% |
Angela Pompian Sunpointe, LLC | 1,870 | $1.72M | $2.31M | $587,255.08 | 34.05% |
Kyle Jones Pineridge Advisors LLC | 6 | $5,145.67 | $7,368.63 | $2,222.96 | 43.2% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 398 | $376,999.5 | $487,189.81 | $110,190.31 | 29.23% |
Ashley Meredith Abel Hall, LLC | 212 | $234,680.58 | $260,567.08 | $25,886.5 | 11.03% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 411 | $372,514 | $515,599.5 | $143,085.5 | 38.41% |
Michael Bailey MGB Wealth Management, LLC | 500 | $315,389.92 | $618,460 | $303,070.08 | 96.09% |