| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dustin Schick Evergreen Private Wealth LLC | 433 | $171,338.18 | $196,391.48 | $25,053.3 | 14.62% |
Christy Clarin Portfolio Design Labs, LLC | 2,442 | $1.03M | $1.12M | $94,720.19 | 9.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,675 | $1.05M | $1.26M | $212,518.18 | 20.27% |
Craig Silberg EVERPAR ADVISORS LLC | 1,022 | $314,663.39 | $471,453.71 | $156,790.32 | 49.83% |
Matthew Stead Sachetta, LLC | 93 | $30,723.25 | $41,933.7 | $11,210.45 | 36.49% |
Ellwood Derricks Partnership Wealth Management, LLC | 5,250 | $1.32M | $2.37M | $1.04M | 78.77% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,031 | $816,417.73 | $1.41M | $595,543.31 | 72.95% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 76 | $32,044.86 | $34,759.36 | $2,714.5 | 8.47% |
Neil Greenspan Fielder Capital Group LLC | 1,052 | $345,941.94 | $485,035.12 | $139,093.18 | 40.21% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 1,908 | $707,729.04 | $859,706.64 | $151,977.6 | 21.47% |
Christian Scharosch 1248 Management, LLC | 553 | $200,100.65 | $256,470.34 | $56,369.69 | 28.17% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,111 | $2.81M | $3.27M | $459,987.14 | 16.35% |
Amy Taylor Pingora Partners LLC | 230 | $69,046 | $107,032.8 | $37,986.8 | 55.02% |
Kelly Richert Clayton Financial Group LLC | 13 | $5,876 | $5,998.33 | $122.33 | 2.08% |
David McNeely Darden Wealth Group Inc | 4,071 | $1.11M | $1.9M | $784,489.23 | 70.43% |
Christopher Griffith Stablepoint Partners, LLC | 5,565 | $1.39M | $2.57M | $1.18M | 84.64% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 604 | $256,920.24 | $278,395.68 | $21,475.44 | 8.36% |
Alan Gilmore Private Wealth Management Group, LLC | 113 | $38,033.69 | $51,681.68 | $13,647.99 | 35.88% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 589 | $143,657.32 | $267,294.09 | $123,636.77 | 86.06% |
David P. Cushing nVerses Capital, LLC | 506 | $248,526 | $233,559.48 | -$14,966.52 | -6.02% |