| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Blagrove Traveka Wealth, LLC | 3,372 | $772,753.03 | $975,418.44 | $202,665.41 | 26.23% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,884 | $708,797.24 | $838,523 | $129,725.76 | 18.3% |
Julie Beswick Advantage Trust Co | 1,226 | $317,290.91 | $354,645.02 | $37,354.11 | 11.77% |
Curtis Burkholder Bare Financial Services, Inc | 94 | $23,429.48 | $27,138.74 | $3,709.26 | 15.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $684.15 | $866.97 | $182.82 | 26.72% |
Joshua Stipcich Tidemark, LLC | 1,216 | $298,488.02 | $349,448 | $50,959.98 | 17.07% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,732 | $680,120.31 | $784,138.64 | $104,018.33 | 15.29% |
Andrea Butler Sequent Planning LLC | 1,187 | $279,315.88 | $341,541.44 | $62,225.56 | 22.28% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,105 | $1.5M | $1.76M | $266,628.85 | 17.8% |
Wynn Capital LLC Wynn Capital, LLC | 1,736 | $425,129.71 | $501,235.28 | $76,105.57 | 17.9% |
Rob Dainard Hara Capital LLC | 2,365 | $580,891 | $679,298.95 | $98,407.95 | 16.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 91 | $22,313 | $26,159.77 | $3,846.77 | 17.24% |
Christy Clarin Portfolio Design Labs, LLC | 853 | $206,955.38 | $244,495.39 | $37,540.01 | 18.14% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,037 | $1.24M | $1.45M | $215,785.08 | 17.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,418 | $2.48M | $3.01M | $524,371.79 | 21.12% |
Craig Silberg EVERPAR ADVISORS LLC | 1,555 | $361,231.72 | $446,642.65 | $85,410.93 | 23.64% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,598 | $1.37M | $1.62M | $254,849.47 | 18.61% |
Matthew Stead Sachetta, LLC | 580 | $141,465.74 | $167,103.8 | $25,638.06 | 18.12% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,280 | $1.03M | $1.24M | $209,663.47 | 20.3% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 234 | $57,126 | $67,558.14 | $10,432.14 | 18.26% |