| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 56 | $4,513.22 | $5,262.32 | $749.1 | 16.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,326 | $299,565.42 | $404,301.47 | $104,736.05 | 34.96% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $4,792.91 | $5,049 | $256.09 | 5.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 151 | $13,024.91 | $14,189.47 | $1,164.56 | 8.94% |
Rob Dainard Hara Capital LLC | 8,250 | $479,655 | $770,715 | $291,060 | 60.68% |
Christy Clarin Portfolio Design Labs, LLC | 18,496 | $1.41M | $1.73M | $318,424.2 | 22.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,795 | $231,068.56 | $257,028.2 | $25,959.64 | 11.23% |
Carol Smith Access Investment Management LLC | 309 | $27,631 | $29,055.27 | $1,424.27 | 5.15% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 244 | $20,648.06 | $22,814 | $2,165.94 | 10.49% |
Neil Greenspan Fielder Capital Group LLC | 4,678 | $291,000.91 | $437,018.76 | $146,017.85 | 50.18% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,161 | $280,749.99 | $293,893.66 | $13,143.67 | 4.68% |
Christian Scharosch 1248 Management, LLC | 11,108 | $877,252.91 | $1.04M | $166,899.09 | 19.03% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,912 | $348,627.53 | $363,424.8 | $14,797.27 | 4.24% |
Margaret Nickens Elm3 Financial Group, LLC | 3,488 | $296,203.76 | $327,872 | $31,668.24 | 10.69% |
Christopher Griffith Stablepoint Partners, LLC | 12,229 | $762,742.89 | $1.14M | $378,589.68 | 49.64% |
Jeff Kautz QSV Equity Investors LLC | 2,385 | $213,267.13 | $222,452.77 | $9,185.64 | 4.31% |
Alan Gilmore Private Wealth Management Group, LLC | 147 | $8,609.76 | $13,744.5 | $5,134.74 | 59.64% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 657 | $58,103.42 | $61,468.92 | $3,365.5 | 5.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 313,129 | $23.31M | $29.28M | $5.97M | 25.62% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 746 | $53,101.49 | $69,635.37 | $16,533.88 | 31.14% |