| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 193 | $21,618.7 | $25,267.56 | $3,648.86 | 16.88% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 12,973 | $1.44M | $1.69M | $252,083.56 | 17.54% |
Jaran Day OPINICUS CAPITAL, INC. | 11,664 | $1.24M | $1.52M | $275,372.6 | 22.15% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 10,404 | $1.12M | $1.35M | $236,430.56 | 21.14% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 22,675 | $2.52M | $2.95M | $432,856.34 | 17.18% |
Wynn Capital LLC Wynn Capital, LLC | 32,539 | $3.33M | $4.24M | $902,595.43 | 27.07% |
Rob Dainard Hara Capital LLC | 852 | $68,094.52 | $111,543.84 | $43,449.32 | 63.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 876 | $98,932.38 | $114,055.2 | $15,122.82 | 15.29% |
Dustin Schick Evergreen Private Wealth LLC | 1,503 | $163,857.18 | $195,690.6 | $31,833.42 | 19.43% |
Christy Clarin Portfolio Design Labs, LLC | 16,354 | $1.4M | $2.14M | $744,317.82 | 53.29% |
JORDAN GREEN Valley Financial Group, Inc. | 1,683 | $202,455 | $228,618.72 | $26,163.72 | 12.92% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 40,005 | $4.43M | $5.32M | $888,729.56 | 20.07% |
Craig Silberg EVERPAR ADVISORS LLC | 9,417 | $1.06M | $1.23M | $161,937.47 | 15.22% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 48,210 | $5.25M | $6.31M | $1.06M | 20.2% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 12,035 | $1.34M | $1.57M | $228,988.02 | 17.11% |
Matthew Stead Sachetta, LLC | 2,226 | $245,842.7 | $289,825.2 | $43,982.5 | 17.89% |
Ellwood Derricks Partnership Wealth Management, LLC | 2,000 | $210,520 | $260,400 | $49,880 | 23.69% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,648 | $241,497.82 | $344,769.6 | $103,271.78 | 42.76% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,122 | $307,038.51 | $424,092.48 | $117,053.97 | 38.12% |
Neil Greenspan Fielder Capital Group LLC | 6,488 | $711,290.4 | $832,605.04 | $121,314.64 | 17.06% |