| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Patricia France Gilliland Jeter Wealth Management LLC | 940 | $232,452.17 | $441,781.21 | $209,329.04 | 90.05% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 21 | $8,752 | $9,869.58 | $1,117.58 | 12.77% |
Dustin Schick Evergreen Private Wealth LLC | 441 | $174,448.02 | $207,261.18 | $32,813.16 | 18.81% |
Christy Clarin Portfolio Design Labs, LLC | 2,441 | $1.03M | $1.15M | $119,991.69 | 11.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,675 | $1.05M | $1.26M | $209,013.93 | 19.94% |
Craig Silberg EVERPAR ADVISORS LLC | 1,022 | $314,663.39 | $480,319.57 | $165,656.18 | 52.65% |
Matthew Stead Sachetta, LLC | 93 | $30,723.25 | $43,708.14 | $12,984.89 | 42.26% |
Ellwood Derricks Partnership Wealth Management, LLC | 5,250 | $1.32M | $2.47M | $1.14M | 86.46% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,742 | $989,807.93 | $1.76M | $768,857.27 | 77.68% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 71 | $29,589 | $33,368.58 | $3,779.58 | 12.77% |
Neil Greenspan Fielder Capital Group LLC | 1,041 | $340,537.79 | $489,249.19 | $148,711.4 | 43.67% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 1,782 | $648,522.91 | $837,504.38 | $188,981.47 | 29.14% |
Christian Scharosch 1248 Management, LLC | 553 | $200,100.65 | $259,898.95 | $59,798.3 | 29.88% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,111 | $2.81M | $3.34M | $528,323.92 | 18.78% |
Amy Taylor Pingora Partners LLC | 230 | $69,046 | $108,095.4 | $39,049.4 | 56.56% |
Kelly Richert Clayton Financial Group LLC | 28 | $10,898 | $13,159.44 | $2,261.44 | 20.75% |
David McNeely Darden Wealth Group Inc | 4,030 | $1.09M | $1.89M | $800,237.94 | 73.16% |
Christopher Griffith Stablepoint Partners, LLC | 5,565 | $1.39M | $2.62M | $1.22M | 88.07% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 534 | $222,539 | $250,969.33 | $28,430.33 | 12.78% |
Alan Gilmore Private Wealth Management Group, LLC | 113 | $38,033.69 | $53,107.74 | $15,074.05 | 39.63% |