| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dustin Schick Evergreen Private Wealth LLC | 1,770 | $255,247.7 | $384,160.8 | $128,913.1 | 50.51% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 4,722 | $607,877.86 | $1.02M | $414,978.17 | 68.27% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 2,574 | $515,039 | $558,854.01 | $43,815.01 | 8.51% |
RENEE BRUNNER Elite Life Management LLC | 16,377 | $1.48M | $3.56M | $2.08M | 140.57% |
Christy Clarin Portfolio Design Labs, LLC | 161,171 | $24.07M | $35.09M | $11.02M | 45.76% |
Paul Cohen Marest Capital, LLC | 3,196 | $295,588.37 | $693,563.96 | $397,975.59 | 134.64% |
JORDAN GREEN Valley Financial Group, Inc. | 2,677 | $502,090.47 | $581,444.4 | $79,353.93 | 15.8% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 100,446 | $5.55M | $21.8M | $16.25M | 292.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 363,229 | $48.1M | $80.38M | $32.28M | 67.12% |
Craig Silberg EVERPAR ADVISORS LLC | 77,449 | $8.55M | $16.84M | $8.29M | 96.99% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 4,876 | $910,454.96 | $1.05M | $144,028.8 | 15.82% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,403 | $764,252.68 | $1.18M | $416,032.67 | 54.44% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 3,836 | $405,198.03 | $834,675.24 | $429,477.21 | 105.99% |
Carol Smith Access Investment Management LLC | 240 | $37,917.75 | $51,932.4 | $14,014.65 | 36.96% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 21,042 | $3.45M | $4.58M | $1.13M | 32.85% |
Matthew Stead Sachetta, LLC | 9,301 | $1.22M | $2.02M | $798,251.74 | 65.24% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 2,861 | $298,502.34 | $621,781.13 | $323,278.79 | 108.3% |
Nicole Davis Northwest Financial Advisors | 1,095 | $219,099 | $237,658.8 | $18,559.8 | 8.47% |
Jody White Farrow Financial Inc. | 25,042 | $1.26M | $5.41M | $4.15M | 327.8% |
Christian J. Cyr Cyr Financial Inc. | 7,612 | $1.05M | $1.65M | $606,713.11 | 57.97% |