| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 34 | $3,304 | $3,149.59 | -$154.41 | -4.67% |
Christy Clarin Portfolio Design Labs, LLC | 5,389 | $475,467.06 | $499,210.01 | $23,742.95 | 4.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,266 | $793,631.34 | $860,487.09 | $66,855.75 | 8.42% |
Craig Silberg EVERPAR ADVISORS LLC | 2,932 | $219,508.84 | $271,605.82 | $52,096.98 | 23.73% |
Matthew Stead Sachetta, LLC | 96 | $7,803.51 | $8,962.56 | $1,159.05 | 14.85% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 472 | $45,865 | $43,792.16 | -$2,072.84 | -4.52% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,779 | $212,364.3 | $257,835.62 | $45,471.32 | 21.41% |
Amy Taylor Pingora Partners LLC | 400 | $29,385.43 | $37,054 | $7,668.57 | 26.1% |
Kelly Richert Clayton Financial Group LLC | 101 | $8,918 | $9,370.78 | $452.78 | 5.08% |
Christopher Griffith Stablepoint Partners, LLC | 19,693 | $1.51M | $1.83M | $319,799.52 | 21.22% |
Alan Gilmore Private Wealth Management Group, LLC | 981 | $73,792.93 | $91,100.56 | $17,307.63 | 23.45% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,870 | $354,607.8 | $451,838.6 | $97,230.8 | 27.42% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,327 | $4.95M | $5.87M | $922,401.67 | 18.64% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,915 | $217,838.1 | $270,424.55 | $52,586.45 | 24.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 10,159 | $810,901.46 | $943,415.53 | $132,514.07 | 16.34% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,466 | $433,941 | $414,735.09 | -$19,205.91 | -4.43% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,636 | $122,566.42 | $151,927.14 | $29,360.72 | 23.95% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,411 | $254,903.92 | $316,762.51 | $61,858.59 | 24.27% |
Corey Saft Sivia Capital Partners, LLC | 2,288 | $202,007.86 | $212,475.12 | $10,467.26 | 5.18% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,111 | $205,126 | $196,038.01 | -$9,087.99 | -4.43% |