| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 3,807 | $370,060.58 | $594,463.01 | $224,402.43 | 60.64% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,888 | $1.63M | $2.64M | $1.01M | 61.87% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,618 | $253,573 | $222,879.5 | -$30,693.5 | -12.1% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,438 | $374,063.9 | $367,845.44 | -$6,218.46 | -1.66% |
Anthony Blagrove Traveka Wealth, LLC | 3,165 | $329,045.79 | $494,214.72 | $165,168.93 | 50.2% |
Julie Beswick Advantage Trust Co | 75 | $11,754 | $11,711.25 | -$42.75 | -0.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 65 | $8,848.31 | $9,900.8 | $1,052.49 | 11.89% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,928 | $1.6M | $2.33M | $726,931.78 | 45.32% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,398 | $627,719.03 | $999,047.64 | $371,328.61 | 59.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 163 | $25,074.06 | $25,452.45 | $378.39 | 1.51% |
Christy Clarin Portfolio Design Labs, LLC | 1,531 | $211,079 | $240,045.49 | $28,966.49 | 13.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17,483 | $1.99M | $2.66M | $668,707.4 | 33.53% |
Craig Silberg EVERPAR ADVISORS LLC | 2,326 | $326,550.92 | $363,204.88 | $36,653.96 | 11.22% |
Carol Smith Access Investment Management LLC | 93 | $11,254 | $14,521.95 | $3,267.95 | 29.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 162 | $24,839.84 | $24,442.56 | -$397.28 | -1.6% |
Chandler te Velde Maia Wealth LLC | 2,096 | $223,503.2 | $327,290.38 | $103,787.18 | 46.44% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,032 | $219,103.23 | $317,296.78 | $98,193.55 | 44.82% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 14,973 | $1.45M | $2.27M | $823,024.23 | 56.81% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,270 | $235,583.12 | $354,460.48 | $118,877.36 | 50.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,349 | $884,023.21 | $991,396.29 | $107,373.08 | 12.15% |