| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sam Tedawes Quantessence Capital LLC | 840 | $417,253 | $423,334.8 | $6,081.8 | 1.46% |
Joshua Stipcich Tidemark, LLC | 25 | $10,804.98 | $12,668.5 | $1,863.52 | 17.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,895 | $776,082.89 | $991,274.5 | $215,191.61 | 27.73% |
Rob Dainard Hara Capital LLC | 8 | $3,721 | $4,191.28 | $470.28 | 12.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 78 | $36,215.82 | $41,030.34 | $4,814.52 | 13.29% |
Christy Clarin Portfolio Design Labs, LLC | 1,192 | $496,021.72 | $596,393.36 | $100,371.64 | 20.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,540 | $1.97M | $2.3M | $327,680.91 | 16.62% |
Craig Silberg EVERPAR ADVISORS LLC | 986 | $448,707.99 | $498,649.78 | $49,941.79 | 11.13% |
Carol Smith Access Investment Management LLC | 60 | $26,712 | $30,211.2 | $3,499.2 | 13.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 179 | $82,923.11 | $90,529.25 | $7,606.14 | 9.17% |
Neil Greenspan Fielder Capital Group LLC | 499 | $225,381.18 | $250,602.79 | $25,221.61 | 11.19% |
Scott Noble Boomfish Wealth Group, LLC | 6,463 | $2.62M | $3.25M | $632,588.24 | 24.18% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 498 | $170,203.94 | $252,625.44 | $82,421.5 | 48.43% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 125 | $55,493.52 | $65,670.79 | $10,177.27 | 18.34% |
Christian Scharosch 1248 Management, LLC | 78 | $35,231.5 | $39,025.74 | $3,794.24 | 10.77% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 788 | $308,612.21 | $399,902.12 | $91,289.91 | 29.58% |
Amy Taylor Pingora Partners LLC | 65 | $27,170.89 | $32,521.45 | $5,350.56 | 19.69% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 247 | $100,501.86 | $129,929.41 | $29,427.55 | 29.28% |
Alan Gilmore Private Wealth Management Group, LLC | 40 | $16,957.17 | $20,380.4 | $3,423.23 | 20.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 45,952 | $19.5M | $24.16M | $4.66M | 23.87% |