| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keisuke Ichihara Rakuten Securities, Inc. | 1,146 | $103,541.01 | $127,435.2 | $23,894.19 | 23.08% |
Joshua Stipcich Tidemark, LLC | 879 | $55,484.13 | $99,028.14 | $43,544.01 | 78.48% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 52,408 | $3.95M | $5.83M | $1.88M | 47.52% |
Andrea Butler Sequent Planning LLC | 5,296 | $423,833.39 | $588,915.2 | $165,081.81 | 38.95% |
Jaran Day OPINICUS CAPITAL, INC. | 2,825 | $280,319.1 | $314,140 | $33,820.9 | 12.07% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,335 | $275,618.42 | $370,852 | $95,233.58 | 34.55% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 114,953 | $6.05M | $12.78M | $6.73M | 111.22% |
Wynn Capital LLC Wynn Capital, LLC | 35,987 | $2.34M | $4M | $1.66M | 70.71% |
David Ragan Grunden Financial Advisory, Inc. | 2,266 | $204,732.77 | $251,979.2 | $47,246.43 | 23.08% |
Rob Dainard Hara Capital LLC | 420 | $33,915 | $46,704 | $12,789 | 37.71% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 536 | $58,387.86 | $59,603.2 | $1,215.34 | 2.08% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 4,168 | $369,691.58 | $463,481.6 | $93,790.02 | 25.37% |
RENEE BRUNNER Elite Life Management LLC | 4,062 | $438,731.45 | $454,822.14 | $16,090.69 | 3.67% |
Christy Clarin Portfolio Design Labs, LLC | 26,732 | $2.76M | $2.97M | $213,507.29 | 7.74% |
Paul Cohen Marest Capital, LLC | 12,724 | $728,633.39 | $1.42M | $690,728.81 | 94.8% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 31,858 | $1.8M | $3.57M | $1.77M | 98.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 80,089 | $6.95M | $8.91M | $1.96M | 28.16% |
Craig Silberg EVERPAR ADVISORS LLC | 26,765 | $1.85M | $2.98M | $1.13M | 61.01% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 10,002 | $533,530.01 | $1.13M | $593,295.31 | 111.2% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,633 | $316,385.62 | $292,789.6 | -$23,596.02 | -7.46% |