| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 5,700 | $600,018.47 | $1.24M | $644,120.53 | 107.35% |
Keisuke Ichihara Rakuten Securities, Inc. | 468 | $66,995.5 | $101,855.52 | $34,860.02 | 52.03% |
Joshua Stipcich Tidemark, LLC | 50 | $6,739.79 | $10,813.5 | $4,073.71 | 60.44% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,072 | $1.45M | $2.96M | $1.51M | 104.18% |
Jaran Day OPINICUS CAPITAL, INC. | 3,530 | $373,367.82 | $742,782.6 | $369,414.78 | 98.94% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,033 | $215,952 | $217,363.86 | $1,411.86 | 0.65% |
David Ragan Grunden Financial Advisory, Inc. | 1,740 | $218,753 | $366,130.8 | $147,377.8 | 67.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 194 | $34,178.38 | $40,821.48 | $6,643.1 | 19.44% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,051 | $219,751 | $228,739.64 | $8,988.64 | 4.09% |
Christy Clarin Portfolio Design Labs, LLC | 5,683 | $906,713.81 | $1.22M | $317,006.58 | 34.96% |
Paul Cohen Marest Capital, LLC | 2,437 | $401,066 | $531,923.99 | $130,857.99 | 32.63% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,050 | $219,491.99 | $229,183.5 | $9,691.51 | 4.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 22,195 | $2.97M | $4.83M | $1.86M | 62.47% |
Craig Silberg EVERPAR ADVISORS LLC | 3,691 | $437,542.57 | $776,660.22 | $339,117.65 | 77.51% |
Carol Smith Access Investment Management LLC | 303 | $42,681 | $63,757.26 | $21,076.26 | 49.38% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,874 | $308,328 | $394,327.08 | $85,999.08 | 27.89% |
Matthew Stead Sachetta, LLC | 799 | $95,072.24 | $168,125.58 | $73,053.34 | 76.84% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 17,278 | $2.43M | $3.76M | $1.32M | 54.29% |
Neil Greenspan Fielder Capital Group LLC | 4,247 | $450,194.97 | $926,992.69 | $476,797.72 | 105.91% |
Chandler te Velde Maia Wealth LLC | 1,047 | $218,865 | $220,309.74 | $1,444.74 | 0.66% |