| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christy Clarin Portfolio Design Labs, LLC | 11,455 | $866,045.02 | $1.02M | $152,934.5 | 17.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 36,104 | $2.67M | $3.22M | $545,501.69 | 20.42% |
Craig Silberg EVERPAR ADVISORS LLC | 5,790 | $408,504.75 | $515,049.45 | $106,544.7 | 26.08% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,070 | $434,163.38 | $629,760.25 | $195,596.87 | 45.05% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,898 | $307,209.06 | $435,701.59 | $128,492.53 | 41.83% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,750 | $221,122.64 | $244,626.25 | $23,503.61 | 10.63% |
Matthew Stead Sachetta, LLC | 1,902 | $115,524.08 | $170,305.08 | $54,781 | 47.42% |
Jody White Farrow Financial Inc. | 29,430 | $1.81M | $2.62M | $811,591.73 | 44.93% |
Ellwood Derricks Partnership Wealth Management, LLC | 8,000 | $471,198.11 | $710,440 | $239,241.89 | 50.77% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,100 | $287,971 | $276,086 | -$11,885 | -4.13% |
Neil Greenspan Fielder Capital Group LLC | 3,433 | $211,559.35 | $305,742.98 | $94,183.63 | 44.52% |
Scott Noble Boomfish Wealth Group, LLC | 23,030 | $1.46M | $2.05M | $589,729.55 | 40.42% |
Chandler te Velde Maia Wealth LLC | 11,990 | $935,955.4 | $1.07M | $130,615.05 | 13.96% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 35,066 | $2.72M | $3.12M | $401,698.94 | 14.76% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,629 | $1.02M | $1.13M | $107,307.55 | 10.54% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 30,612 | $1.9M | $2.72M | $827,592.06 | 43.66% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,553 | $204,954.84 | $227,102.11 | $22,147.27 | 10.81% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,667 | $166,133.25 | $237,523.02 | $71,389.77 | 42.97% |
Christian Scharosch 1248 Management, LLC | 3,196 | $222,311.16 | $284,300.18 | $61,989.02 | 27.88% |
James Morris FMA Wealth Management, LLC | 7,444 | $452,133.39 | $662,181.02 | $210,047.63 | 46.46% |