| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 16,444 | $292,530.38 | $385,447.36 | $92,916.98 | 31.76% |
Dustin Schick Evergreen Private Wealth LLC | 151,178 | $2.66M | $3.55M | $890,842.24 | 33.46% |
Christy Clarin Portfolio Design Labs, LLC | 81,545 | $2.27M | $1.94M | -$335,670.32 | -14.77% |
JORDAN GREEN Valley Financial Group, Inc. | 19,894 | $367,548.93 | $470,095.22 | $102,546.29 | 27.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 145,491 | $3.3M | $3.35M | $49,651.86 | 1.5% |
Craig Silberg EVERPAR ADVISORS LLC | 23,643 | $531,535.59 | $558,802.3 | $27,266.71 | 5.13% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 14,825 | $273,790.29 | $347,720.37 | $73,930.08 | 27% |
Carol Smith Access Investment Management LLC | 586 | $10,313.6 | $13,885.27 | $3,571.67 | 34.63% |
Matthew Stead Sachetta, LLC | 6,245 | $134,600.6 | $147,132.82 | $12,532.22 | 9.31% |
Ellwood Derricks Partnership Wealth Management, LLC | 24,858 | $419,840.19 | $585,778.77 | $165,938.58 | 39.52% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 18,479 | $479,297.44 | $437,030.2 | -$42,267.24 | -8.82% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5,745 | $166,552.07 | $135,007.5 | -$31,544.57 | -18.94% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 101,886 | $2.58M | $2.41M | -$171,906.26 | -6.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 22,162 | $455,606.33 | $522,690.77 | $67,084.44 | 14.72% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 152,962 | $2.97M | $3.61M | $640,122.27 | 21.52% |
Nicholas Holmes Objectivity Squared, LLC | 10,455 | $177,871.93 | $247,889.1 | $70,017.17 | 39.36% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 325 | $9,180 | $7,674.06 | -$1,505.94 | -16.4% |
Christian Scharosch 1248 Management, LLC | 1,758 | $49,913.54 | $41,471.22 | -$8,442.32 | -16.91% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,092 | $369,718.16 | $308,588.91 | -$61,129.25 | -16.53% |
Amy Taylor Pingora Partners LLC | 130,225 | $2.34M | $3.08M | $745,351.58 | 31.88% |