| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Gehman Stonebridge Financial Group, LLC | 3,542 | $452,855.16 | $815,155.88 | $362,300.72 | 80% |
Curtis Burkholder Bare Financial Services, Inc | 117 | $22,616.58 | $27,451.71 | $4,835.13 | 21.38% |
Joshua Stipcich Tidemark, LLC | 6 | $1,186 | $1,405.86 | $219.86 | 18.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 447 | $94,023.39 | $104,660.58 | $10,637.19 | 11.31% |
RENEE BRUNNER Elite Life Management LLC | 1,156 | $214,964.46 | $271,972.12 | $57,007.66 | 26.52% |
Christy Clarin Portfolio Design Labs, LLC | 20,560 | $3.21M | $4.73M | $1.52M | 47.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,160 | $1.12M | $1.89M | $777,648.17 | 69.63% |
Craig Silberg EVERPAR ADVISORS LLC | 2,410 | $461,357.99 | $554,637.4 | $93,279.41 | 20.22% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 900 | $204,273 | $207,126 | $2,853 | 1.4% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,964 | $352,130.54 | $451,994.96 | $99,864.42 | 28.36% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 328 | $65,288.59 | $76,958.64 | $11,670.05 | 17.87% |
Neil Greenspan Fielder Capital Group LLC | 1,030 | $203,976.42 | $237,044.2 | $33,067.78 | 16.21% |
Chandler te Velde Maia Wealth LLC | 3,164 | $599,427.72 | $734,585.88 | $135,158.16 | 22.55% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 176 | $17,704.8 | $40,861.92 | $23,157.12 | 130.8% |
Jonathan Chatfield LM Advisors LLC | 902 | $205,000 | $207,586.28 | $2,586.28 | 1.26% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,107 | $251,256 | $257,012.19 | $5,756.19 | 2.29% |
Alan Gilmore Private Wealth Management Group, LLC | 34 | $4,432.91 | $7,977.42 | $3,544.51 | 79.96% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 661 | $117,976.35 | $152,122.54 | $34,146.19 | 28.94% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 57,081 | $6.53M | $13.39M | $6.86M | 105.08% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,112 | $219,913.38 | $258,173.04 | $38,259.66 | 17.4% |