| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Gehman Stonebridge Financial Group, LLC | 7,340 | $304,383.55 | $343,585.4 | $39,201.85 | 12.88% |
Curtis Burkholder Bare Financial Services, Inc | 841 | $36,785.58 | $39,367.21 | $2,581.63 | 7.02% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,011 | $201,163.65 | $234,564.91 | $33,401.26 | 16.6% |
Kevin Stillman Evernest Financial Advisors, LLC | 9,715 | $472,527.05 | $453,496.2 | -$19,030.85 | -4.03% |
Keisuke Ichihara Rakuten Securities, Inc. | 10,418 | $437,060.11 | $489,437.64 | $52,377.53 | 11.98% |
Joshua Stipcich Tidemark, LLC | 1,123 | $42,870.11 | $52,837.15 | $9,967.04 | 23.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 53,190 | $2.07M | $2.49M | $417,806.08 | 20.16% |
Jaran Day OPINICUS CAPITAL, INC. | 10,429 | $402,566.06 | $488,181.49 | $85,615.43 | 21.27% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 10,060 | $387,011.94 | $470,908.6 | $83,896.66 | 21.68% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 25,389 | $970,427.81 | $1.19M | $218,031.28 | 22.47% |
Rob Dainard Hara Capital LLC | 1,245 | $55,913.05 | $58,552.35 | $2,639.3 | 4.72% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,372 | $102,470.06 | $111,033.32 | $8,563.26 | 8.36% |
Christy Clarin Portfolio Design Labs, LLC | 9,275 | $464,198.87 | $436,203.25 | -$27,995.62 | -6.03% |
JORDAN GREEN Valley Financial Group, Inc. | 46,701 | $1.79M | $2.26M | $474,610.96 | 26.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 63,654 | $2.65M | $2.99M | $339,301.8 | 12.8% |
Craig Silberg EVERPAR ADVISORS LLC | 15,355 | $684,446.75 | $718,767.55 | $34,320.8 | 5.01% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,047 | $346,931.99 | $425,661.34 | $78,729.35 | 22.69% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 8,016 | $313,805.68 | $375,228.96 | $61,423.28 | 19.57% |
Matthew Stead Sachetta, LLC | 6,043 | $250,773.88 | $282,872.83 | $32,098.95 | 12.8% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 5,170 | $234,947.12 | $242,007.7 | $7,060.58 | 3.01% |