| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob Dainard Hara Capital LLC | 460 | $126,574.8 | $168,419.8 | $41,845 | 33.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $102,096.16 | $116,429.34 | $14,333.18 | 14.04% |
Dustin Schick Evergreen Private Wealth LLC | 520 | $135,804.24 | $190,387.6 | $54,583.36 | 40.19% |
RENEE BRUNNER Elite Life Management LLC | 2,133 | $624,706.03 | $788,335.47 | $163,629.44 | 26.19% |
Christy Clarin Portfolio Design Labs, LLC | 19,812 | $6.48M | $7.25M | $770,039.83 | 11.88% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,207 | $1.37M | $1.92M | $558,695.48 | 40.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 30,636 | $8.99M | $11.22M | $2.22M | 24.74% |
Craig Silberg EVERPAR ADVISORS LLC | 6,027 | $1.79M | $2.21M | $415,339 | 23.19% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,079 | $1.85M | $2.57M | $713,209.44 | 38.51% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 1,723 | $454,668.38 | $630,841.99 | $176,173.61 | 38.75% |
Carol Smith Access Investment Management LLC | 178 | $63,199 | $65,171.14 | $1,972.14 | 3.12% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,789 | $847,337.91 | $1.02M | $173,798.66 | 20.51% |
Matthew Stead Sachetta, LLC | 1,314 | $391,371.33 | $481,094.82 | $89,723.49 | 22.93% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 846 | $222,740.58 | $309,745.98 | $87,005.4 | 39.06% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,958 | $1.57M | $2.18M | $611,782.35 | 38.98% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 742 | $239,952.88 | $271,668.46 | $31,715.58 | 13.22% |
Neil Greenspan Fielder Capital Group LLC | 3,491 | $934,941.72 | $1.29M | $355,296.97 | 38% |
Scott Noble Boomfish Wealth Group, LLC | 9,721 | $2.63M | $3.56M | $927,195.79 | 35.23% |
Chandler te Velde Maia Wealth LLC | 14,770 | $4.3M | $5.41M | $1.11M | 25.84% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 39,668 | $12.5M | $14.52M | $2.03M | 16.22% |