| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 9,813 | $1.74M | $2.15M | $411,054.79 | 23.59% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,624 | $339,496.89 | $356,435.52 | $16,938.63 | 4.99% |
Anthony Blagrove Traveka Wealth, LLC | 855 | $210,464 | $187,655.4 | -$22,808.6 | -10.84% |
Cody Gehman Stonebridge Financial Group, LLC | 4,109 | $797,431.51 | $901,843.32 | $104,411.81 | 13.09% |
Curtis Burkholder Bare Financial Services, Inc | 1,828 | $343,576.53 | $392,910.32 | $49,333.79 | 14.36% |
Kevin Stillman Evernest Financial Advisors, LLC | 923 | $227,334 | $202,580.04 | -$24,753.96 | -10.89% |
Keisuke Ichihara Rakuten Securities, Inc. | 22 | $4,745.14 | $4,715.37 | -$29.77 | -0.63% |
Joshua Stipcich Tidemark, LLC | 37 | $6,043.88 | $7,953.15 | $1,909.27 | 31.59% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,126 | $676,522.09 | $890,390.8 | $213,868.71 | 31.61% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,194 | $293,882 | $256,877.16 | -$37,004.84 | -12.59% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 13,280 | $2.61M | $2.85M | $240,454.27 | 9.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 58 | $14,099.8 | $12,466.52 | -$1,633.28 | -11.58% |
Christy Clarin Portfolio Design Labs, LLC | 2,069 | $431,172.19 | $454,104.12 | $22,931.93 | 5.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,701 | $2.26M | $2.74M | $483,120.02 | 21.4% |
Craig Silberg EVERPAR ADVISORS LLC | 2,988 | $486,170.01 | $644,810.4 | $158,640.39 | 32.63% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,781 | $631,396.44 | $829,853.88 | $198,457.44 | 31.43% |
Carol Smith Access Investment Management LLC | 92 | $17,151 | $19,853.6 | $2,702.6 | 15.76% |
Matthew Stead Sachetta, LLC | 113 | $22,038.62 | $24,557.16 | $2,518.54 | 11.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 209 | $44,864.92 | $44,922.46 | $57.54 | 0.13% |
Neil Greenspan Fielder Capital Group LLC | 1,123 | $226,643.81 | $242,343.4 | $15,699.59 | 6.93% |