| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 1,216 | $298,488.02 | $356,373.13 | $57,885.11 | 19.39% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,732 | $680,120.31 | $798,099.16 | $117,978.85 | 17.35% |
Andrea Butler Sequent Planning LLC | 1,187 | $279,315.88 | $348,598.15 | $69,282.27 | 24.8% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,105 | $1.5M | $1.78M | $285,493.3 | 19.06% |
Wynn Capital LLC Wynn Capital, LLC | 1,641 | $399,277.34 | $479,385.33 | $80,107.99 | 20.06% |
Rob Dainard Hara Capital LLC | 2,365 | $580,891 | $691,147.6 | $110,256.6 | 18.98% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 91 | $22,313 | $26,583.83 | $4,270.83 | 19.14% |
Christy Clarin Portfolio Design Labs, LLC | 853 | $206,955.38 | $249,280.72 | $42,325.34 | 20.45% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,037 | $1.24M | $1.49M | $251,044.08 | 20.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,418 | $2.48M | $3.06M | $576,670.25 | 23.22% |
Craig Silberg EVERPAR ADVISORS LLC | 1,555 | $361,231.72 | $454,262.15 | $93,030.43 | 25.75% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,598 | $1.37M | $1.64M | $270,943.76 | 19.78% |
Matthew Stead Sachetta, LLC | 580 | $141,465.74 | $169,435.4 | $27,969.66 | 19.77% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,280 | $1.03M | $1.25M | $217,495.87 | 21.06% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 234 | $57,126 | $68,721.12 | $11,595.12 | 20.3% |
Adam Colby Wealth Group Ltd | 1,005 | $251,119.12 | $293,590.65 | $42,471.53 | 16.91% |
Neil Greenspan Fielder Capital Group LLC | 3,358 | $823,291.13 | $992,154.68 | $168,863.55 | 20.51% |
Scott Noble Boomfish Wealth Group, LLC | 7,557 | $1.83M | $2.21M | $378,667.06 | 20.7% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,981 | $2.13M | $2.62M | $489,796.57 | 22.95% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,037 | $1.23M | $1.47M | $243,390.82 | 19.82% |