| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dustin Schick Evergreen Private Wealth LLC | 2,302 | $171,717.76 | $208,860.46 | $37,142.7 | 21.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,187 | $1.09M | $1.12M | $29,181.45 | 2.67% |
Craig Silberg EVERPAR ADVISORS LLC | 61,637 | $4.44M | $5.69M | $1.26M | 28.33% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,234 | $312,068.31 | $391,560.32 | $79,492.01 | 25.47% |
Carol Smith Access Investment Management LLC | 340 | $30,977.32 | $31,371.8 | $394.48 | 1.27% |
Matthew Stead Sachetta, LLC | 219 | $18,983.28 | $19,910.38 | $927.1 | 4.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 440 | $39,755.72 | $39,886 | $130.28 | 0.33% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 7,814 | $661,816.3 | $721,232.2 | $59,415.9 | 8.98% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 100 | $7,022.17 | $9,309 | $2,286.83 | 32.57% |
Christopher Griffith Stablepoint Partners, LLC | 2,507 | $226,608 | $230,819.49 | $4,211.49 | 1.86% |
Alan Gilmore Private Wealth Management Group, LLC | 44 | $3,328.68 | $3,988.6 | $659.92 | 19.83% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 10,128 | $718,821.44 | $919,217.28 | $200,395.84 | 27.88% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 133,615 | $10.35M | $12.11M | $1.76M | 16.99% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,383 | $523,663.62 | $681,229.41 | $157,565.79 | 30.09% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,898 | $236,510.24 | $270,571.77 | $34,061.53 | 14.4% |
Brian Distler Lakeridge Wealth Management LLC | 2,617 | $236,577.19 | $241,562.18 | $4,984.99 | 2.11% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 350 | $34,495.04 | $32,648 | -$1,847.04 | -5.35% |
Angela Pompian Sunpointe, LLC | 3,830 | $278,498.85 | $353,643.05 | $75,144.2 | 26.98% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 3,336 | $253,441.94 | $307,912.8 | $54,470.86 | 21.49% |
Kyle Jones Pineridge Advisors LLC | 55 | $4,624.48 | $5,105.65 | $481.17 | 10.4% |