| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 194 | $34,178.38 | $34,868.59 | $690.21 | 2.02% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,051 | $219,751 | $188,885.72 | -$30,865.28 | -14.05% |
Christy Clarin Portfolio Design Labs, LLC | 5,683 | $906,713.81 | $1.04M | $134,042.39 | 14.78% |
Paul Cohen Marest Capital, LLC | 2,450 | $403,783.91 | $443,058 | $39,274.09 | 9.73% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,050 | $219,491.99 | $189,861 | -$29,630.99 | -13.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 22,195 | $2.97M | $4.03M | $1.06M | 35.5% |
Craig Silberg EVERPAR ADVISORS LLC | 3,691 | $437,542.57 | $672,444.83 | $234,902.26 | 53.69% |
Carol Smith Access Investment Management LLC | 303 | $42,681 | $55,597.47 | $12,916.47 | 30.26% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,874 | $308,328 | $343,429.24 | $35,101.24 | 11.38% |
Matthew Stead Sachetta, LLC | 799 | $95,072.24 | $143,879.92 | $48,807.68 | 51.34% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 17,278 | $2.43M | $3.15M | $712,377.04 | 29.27% |
Neil Greenspan Fielder Capital Group LLC | 4,247 | $450,194.97 | $773,739.69 | $323,544.72 | 71.87% |
Chandler te Velde Maia Wealth LLC | 1,047 | $218,865 | $190,114.26 | -$28,750.74 | -13.14% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,808 | $1.4M | $1.6M | $193,822.52 | 13.83% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,216 | $432,479.66 | $580,648.8 | $148,169.14 | 34.26% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,184 | $215,207.24 | $402,958.92 | $187,751.68 | 87.24% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 430 | $50,692.17 | $77,855.8 | $27,163.63 | 53.59% |
Christian Scharosch 1248 Management, LLC | 714 | $83,368.98 | $130,558.47 | $47,189.49 | 56.6% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 30,605 | $4.83M | $5.52M | $688,342.24 | 14.24% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 5,000 | $521,200 | $918,150 | $396,950 | 76.16% |