| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,154 | $147,893.82 | $236,852.73 | $88,958.91 | 60.15% |
Christy Clarin Portfolio Design Labs, LLC | 22,632 | $3.48M | $4.62M | $1.14M | 32.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 22,026 | $3.1M | $4.53M | $1.42M | 45.85% |
Craig Silberg EVERPAR ADVISORS LLC | 5,320 | $584,396.48 | $1.09M | $501,681.52 | 85.85% |
Matthew Stead Sachetta, LLC | 445 | $57,614.83 | $89,157.97 | $31,543.14 | 54.75% |
Ellwood Derricks Partnership Wealth Management, LLC | 1,428 | $227,586.4 | $286,185.48 | $58,599.08 | 25.75% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,781 | $284,846.66 | $364,454.93 | $79,608.27 | 27.95% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,171 | $195,498.25 | $234,082.9 | $38,584.65 | 19.74% |
Neil Greenspan Fielder Capital Group LLC | 3,056 | $365,237.64 | $623,882.4 | $258,644.76 | 70.82% |
Chandler te Velde Maia Wealth LLC | 3,991 | $481,693.03 | $813,944.49 | $332,251.46 | 68.98% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,383 | $600,933.11 | $691,045.41 | $90,112.3 | 15% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,247 | $606,133.44 | $1.07M | $466,563.24 | 76.97% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,661 | $201,645.4 | $336,427.24 | $134,781.84 | 66.84% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,439 | $223,461.51 | $497,531.61 | $274,070.1 | 122.65% |
Sharon Allen Sterling Wealth Management, Inc. | 1,246 | $206,014 | $249,038.02 | $43,024.02 | 20.88% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,198 | $680,915.6 | $856,853.78 | $175,938.18 | 25.84% |
Michael Herman Apollon Financial, LLC | 2,114 | $351,186.76 | $431,541.39 | $80,354.63 | 22.88% |
Kelly Richert Clayton Financial Group LLC | 1,243 | $201,512.38 | $253,273.68 | $51,761.3 | 25.69% |
Christopher Griffith Stablepoint Partners, LLC | 7,518 | $721,147.45 | $1.53M | $810,720.23 | 112.42% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,172 | $211,975 | $239,076.28 | $27,101.28 | 12.79% |