| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,032 | $745,042.96 | $795,081.36 | $50,038.4 | 6.72% |
Julie Beswick Advantage Trust Co | 386 | $88,810.91 | $101,220.78 | $12,409.87 | 13.97% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $12,549.48 | $14,160.42 | $1,610.94 | 12.84% |
Joshua Stipcich Tidemark, LLC | 1,212 | $297,517.54 | $317,822.76 | $20,305.22 | 6.82% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,304 | $563,704.31 | $604,177.92 | $40,473.61 | 7.18% |
Andrea Butler Sequent Planning LLC | 1,161 | $272,803.41 | $304,449.03 | $31,645.62 | 11.6% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,102 | $1.5M | $1.6M | $102,983.07 | 6.88% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 1,398 | $337,147.6 | $366,597.54 | $29,449.94 | 8.73% |
Rob Dainard Hara Capital LLC | 2,365 | $580,891 | $620,173.95 | $39,282.95 | 6.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 83 | $20,137 | $21,765.09 | $1,628.09 | 8.08% |
Christy Clarin Portfolio Design Labs, LLC | 854 | $207,198 | $223,944.42 | $16,746.42 | 8.08% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,037 | $1.24M | $1.32M | $83,664.57 | 6.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,418 | $2.48M | $2.73M | $248,503.25 | 10.01% |
Craig Silberg EVERPAR ADVISORS LLC | 1,584 | $367,793.26 | $415,372.32 | $47,579.06 | 12.94% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,532 | $1.35M | $1.45M | $98,945.18 | 7.32% |
Carol Smith Access Investment Management LLC | 138 | $31,752 | $36,187.74 | $4,435.74 | 13.97% |
Matthew Stead Sachetta, LLC | 523 | $125,967.64 | $137,146.29 | $11,178.65 | 8.87% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,095 | $1.23M | $1.34M | $103,046.66 | 8.36% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 222 | $53,862 | $58,215.06 | $4,353.06 | 8.08% |
Adam Colby Wealth Group Ltd | 1,005 | $251,119.12 | $263,541.15 | $12,422.03 | 4.95% |