| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaran Day OPINICUS CAPITAL, INC. | 10,912 | $800,210.68 | $905,696 | $105,485.32 | 13.18% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,290 | $190,356.13 | $272,280.4 | $81,924.27 | 43.04% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,317 | $250,213.25 | $364,484.31 | $114,271.06 | 45.67% |
Wynn Capital LLC Wynn Capital, LLC | 51,667 | $2.84M | $4.28M | $1.44M | 50.62% |
Rob Dainard Hara Capital LLC | 3,273 | $189,739.89 | $274,670.16 | $84,930.27 | 44.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 224 | $18,204.67 | $18,310.88 | $106.21 | 0.58% |
Christy Clarin Portfolio Design Labs, LLC | 28,877 | $2.28M | $2.43M | $148,680.44 | 6.52% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 4,265 | $292,233.67 | $353,696.45 | $61,462.78 | 21.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 49,044 | $3.61M | $3.97M | $354,106.78 | 9.8% |
Craig Silberg EVERPAR ADVISORS LLC | 9,288 | $546,033.23 | $779,448.96 | $233,415.73 | 42.75% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,742 | $394,060.84 | $568,182.05 | $174,121.21 | 44.19% |
Carol Smith Access Investment Management LLC | 316 | $25,318 | $26,521.88 | $1,203.88 | 4.76% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 4,048 | $377,274 | $340,760.64 | -$36,513.36 | -9.68% |
Matthew Stead Sachetta, LLC | 881 | $57,551.74 | $73,070.14 | $15,518.4 | 26.96% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,107 | $247,403.55 | $262,013.31 | $14,609.76 | 5.91% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,775 | $221,122.58 | $229,631.25 | $8,508.67 | 3.85% |
Chandler te Velde Maia Wealth LLC | 4,827 | $300,061.65 | $403,488.93 | $103,427.28 | 34.47% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 54,516 | $4.28M | $4.56M | $277,285.61 | 6.48% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 48,333 | $2.43M | $4.03M | $1.6M | 65.91% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 7,638 | $445,472.18 | $645,792.9 | $200,320.72 | 44.97% |