| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 209 | $30,511.8 | $33,013.64 | $2,501.84 | 8.2% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,602 | $2.85M | $2.79M | -$66,780.94 | -2.34% |
Andrea Butler Sequent Planning LLC | 3,313 | $538,938.34 | $526,617.91 | -$12,320.43 | -2.29% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,972 | $290,860.34 | $309,722.32 | $18,861.98 | 6.48% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,751 | $1.14M | $1.24M | $94,178.85 | 8.24% |
Wynn Capital LLC Wynn Capital, LLC | 6,381 | $946,302.34 | $1M | $55,897.52 | 5.91% |
Rob Dainard Hara Capital LLC | 407 | $70,492 | $64,523.74 | -$5,968.26 | -8.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,324 | $193,212.35 | $209,258.2 | $16,045.85 | 8.3% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 10,724 | $1.57M | $1.69M | $122,870.91 | 7.82% |
RENEE BRUNNER Elite Life Management LLC | 1,598 | $236,231.6 | $252,484 | $16,252.4 | 6.88% |
Christy Clarin Portfolio Design Labs, LLC | 27,324 | $4.46M | $4.34M | -$115,314.48 | -2.59% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 21,283 | $3.12M | $3.35M | $227,602.67 | 7.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 41,839 | $6.63M | $6.55M | -$84,948.59 | -1.28% |
Craig Silberg EVERPAR ADVISORS LLC | 5,383 | $814,766.86 | $853,393.9 | $38,627.04 | 4.74% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,604 | $829,603.16 | $890,251.44 | $60,648.28 | 7.31% |
Carol Smith Access Investment Management LLC | 400 | $64,534.26 | $63,920 | -$614.26 | -0.95% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,573 | $225,434.9 | $250,586.76 | $25,151.86 | 11.16% |
Matthew Stead Sachetta, LLC | 3,347 | $491,870.24 | $528,390.89 | $36,520.65 | 7.42% |
Nicole Davis Northwest Financial Advisors | 2,336 | $347,596.27 | $367,639.68 | $20,043.41 | 5.77% |
Jody White Farrow Financial Inc. | 5,989 | $879,650.16 | $947,040.57 | $67,390.41 | 7.66% |