| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,964 | $413,954.91 | $457,878.72 | $43,923.81 | 10.61% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,786 | $572,464.97 | $691,529.19 | $119,064.22 | 20.8% |
Curtis Burkholder Bare Financial Services, Inc | 140 | $17,212.57 | $20,228.6 | $3,016.03 | 17.52% |
Keisuke Ichihara Rakuten Securities, Inc. | 469 | $62,388.82 | $72,226 | $9,837.18 | 15.77% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,463 | $755,483.92 | $789,348.92 | $33,865 | 4.48% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 28,534 | $3.66M | $4.12M | $458,097.84 | 12.5% |
Wynn Capital LLC Wynn Capital, LLC | 8,455 | $1.11M | $1.22M | $108,895.07 | 9.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 161 | $19,627.44 | $23,262.89 | $3,635.45 | 18.52% |
Dustin Schick Evergreen Private Wealth LLC | 35,319 | $3.49M | $5.1M | $1.61M | 46.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,707 | $1.23M | $1.34M | $112,925.66 | 9.2% |
Craig Silberg EVERPAR ADVISORS LLC | 1,717 | $224,257 | $248,089.35 | $23,832.35 | 10.63% |
Matthew Stead Sachetta, LLC | 461 | $54,643.02 | $66,609.89 | $11,966.87 | 21.9% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 90 | $11,257.02 | $13,903.2 | $2,646.18 | 23.51% |
Adam Colby Wealth Group Ltd | 2,089 | $187,424.54 | $301,839.63 | $114,415.09 | 61.05% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,511 | $356,599.71 | $507,304.43 | $150,704.72 | 42.26% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 22,041 | $2.51M | $3.18M | $672,286.47 | 26.76% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 638 | $94,882.84 | $92,184.63 | -$2,698.21 | -2.84% |
Christian Scharosch 1248 Management, LLC | 101 | $12,241 | $15,554 | $3,313 | 27.06% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,203 | $287,981.37 | $462,801.5 | $174,820.13 | 60.71% |
Amy Taylor Pingora Partners LLC | 2,191 | $214,170.47 | $338,465.68 | $124,295.21 | 58.04% |