| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wynn Capital LLC Wynn Capital, LLC | 8,483 | $1.12M | $1.33M | $211,282.51 | 18.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 161 | $19,627.44 | $25,243.19 | $5,615.75 | 28.61% |
Dustin Schick Evergreen Private Wealth LLC | 35,319 | $3.49M | $5.53M | $2.04M | 58.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,707 | $1.23M | $1.35M | $124,331.83 | 10.13% |
Craig Silberg EVERPAR ADVISORS LLC | 1,717 | $224,257 | $265,794.36 | $41,537.36 | 18.52% |
Matthew Stead Sachetta, LLC | 461 | $54,643.02 | $72,300.93 | $17,657.91 | 32.32% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 90 | $11,257.02 | $14,094 | $2,836.98 | 25.2% |
Adam Colby Wealth Group Ltd | 2,183 | $202,088.54 | $339,369.18 | $137,280.64 | 67.93% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 33,782 | $4.76M | $5.22M | $469,518.65 | 9.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 24,582 | $2.91M | $3.77M | $863,758.17 | 29.68% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 638 | $94,882.84 | $98,507.2 | $3,624.36 | 3.82% |
Christian Scharosch 1248 Management, LLC | 101 | $12,241 | $15,857 | $3,616 | 29.54% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,203 | $287,981.37 | $494,286.96 | $206,305.59 | 71.64% |
Amy Taylor Pingora Partners LLC | 2,191 | $214,170.47 | $343,198.24 | $129,027.77 | 60.25% |
Christopher Griffith Stablepoint Partners, LLC | 3,688 | $336,471.06 | $573,336.48 | $236,865.42 | 70.4% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 35 | $5,487.6 | $5,420.8 | -$66.8 | -1.22% |
Jonathan Chatfield LM Advisors LLC | 3,499 | $449,582.31 | $549,028.09 | $99,445.78 | 22.12% |
Alan Gilmore Private Wealth Management Group, LLC | 41 | $3,677.76 | $6,420.6 | $2,742.84 | 74.58% |
David P. Cushing nVerses Capital, LLC | 4,376 | $571,549 | $678,148.72 | $106,599.72 | 18.65% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 60 | $5,463.92 | $9,381.6 | $3,917.68 | 71.7% |