| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,639 | $248,174.1 | $278,388.11 | $30,214.01 | 12.17% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,988 | $458,323.43 | $420,694.12 | -$37,629.31 | -8.21% |
Keisuke Ichihara Rakuten Securities, Inc. | 293 | $24,787.75 | $30,908.57 | $6,120.82 | 24.69% |
Joshua Stipcich Tidemark, LLC | 348 | $31,652.27 | $36,710.52 | $5,058.25 | 15.98% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,579 | $233,483.14 | $270,304.99 | $36,821.85 | 15.77% |
Wynn Capital LLC Wynn Capital, LLC | 12,332 | $1.17M | $1.3M | $135,618.23 | 11.64% |
Rob Dainard Hara Capital LLC | 1,800 | $161,262 | $189,882 | $28,620 | 17.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 945 | $79,578.52 | $99,688.05 | $20,109.53 | 25.27% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 4,012 | $337,850.57 | $423,225.88 | $85,375.31 | 25.27% |
Christy Clarin Portfolio Design Labs, LLC | 11,107 | $939,512.56 | $1.17M | $232,164.87 | 24.71% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 11,188 | $1.07M | $1.18M | $106,062.24 | 9.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,519 | $2.23M | $2.57M | $338,695.14 | 15.18% |
Craig Silberg EVERPAR ADVISORS LLC | 3,580 | $331,156.14 | $377,654.2 | $46,498.06 | 14.04% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,625 | $443,321.3 | $487,891.25 | $44,569.95 | 10.05% |
Matthew Stead Sachetta, LLC | 1,068 | $101,310.35 | $112,663.32 | $11,352.97 | 11.21% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 359 | $32,142 | $37,454.47 | $5,312.47 | 16.53% |
Neil Greenspan Fielder Capital Group LLC | 4,617 | $442,409.88 | $481,737.78 | $39,327.9 | 8.89% |
Chandler te Velde Maia Wealth LLC | 8,216 | $786,113.23 | $866,705.84 | $80,592.61 | 10.25% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,879 | $832,727.01 | $831,155.71 | -$1,571.3 | -0.19% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 100 | $9,146.08 | $10,549 | $1,402.92 | 15.34% |