| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 18,020 | $4.56M | $6.36M | $1.8M | 39.35% |
Andrea Butler Sequent Planning LLC | 6,235 | $2.23M | $2.23M | $888.84 | 0.04% |
Jaran Day OPINICUS CAPITAL, INC. | 2,507 | $659,959.56 | $909,589.74 | $249,630.18 | 37.83% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,154 | $372,240.85 | $418,244.22 | $46,003.37 | 12.36% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,241 | $647,552.35 | $806,827.23 | $159,274.88 | 24.6% |
Wynn Capital LLC Wynn Capital, LLC | 25,299 | $6.3M | $9.17M | $2.87M | 45.63% |
David Ragan Grunden Financial Advisory, Inc. | 625 | $277,950 | $219,925 | -$58,025 | -20.88% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 630 | $209,930.66 | $227,757.6 | $17,826.94 | 8.49% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 760 | $282,531 | $267,520 | -$15,011 | -5.31% |
RENEE BRUNNER Elite Life Management LLC | 1,698 | $626,058.29 | $611,797.89 | -$14,260.4 | -2.28% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,781 | $443,120.08 | $641,614.15 | $198,494.07 | 44.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,242 | $13.31M | $13.86M | $554,264.23 | 4.17% |
Craig Silberg EVERPAR ADVISORS LLC | 10,497 | $2.96M | $3.74M | $780,784.78 | 26.34% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,949 | $542,401.75 | $714,951.67 | $172,549.92 | 31.81% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,933 | $494,711.86 | $703,554.01 | $208,842.15 | 42.21% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 950 | $246,615.95 | $343,254 | $96,638.05 | 39.19% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,592 | $493,578.64 | $571,798.64 | $78,220 | 15.85% |
Matthew Stead Sachetta, LLC | 4,528 | $1.75M | $1.63M | -$118,081.7 | -6.75% |
Christian J. Cyr Cyr Financial Inc. | 4,012 | $1.43M | $1.42M | -$3,691.55 | -0.26% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,184 | $1.16M | $1.51M | $346,555.61 | 29.76% |