| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 2,493 | $340,828 | $381,291.91 | $40,463.91 | 11.87% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 21,322 | $2.21M | $3.31M | $1.11M | 50.24% |
Andrea Butler Sequent Planning LLC | 3,030 | $335,574.94 | $485,103.03 | $149,528.09 | 44.56% |
Jaran Day OPINICUS CAPITAL, INC. | 5,764 | $619,561.75 | $895,956.16 | $276,394.41 | 44.61% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 8,786 | $919,752.73 | $1.37M | $445,943.11 | 48.49% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 29,764 | $2.99M | $4.63M | $1.64M | 54.97% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 19,646 | $2.2M | $3.05M | $858,498.89 | 39.11% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 7,533 | $759,889.66 | $1.2M | $443,507.09 | 58.36% |
Dustin Schick Evergreen Private Wealth LLC | 770 | $130,638 | $119,688.8 | -$10,949.2 | -8.38% |
RENEE BRUNNER Elite Life Management LLC | 1,337 | $182,794.64 | $202,729.31 | $19,934.67 | 10.91% |
Christy Clarin Portfolio Design Labs, LLC | 46,545 | $5.44M | $7.44M | $2M | 36.74% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 4,930 | $568,032.46 | $747,535.9 | $179,503.44 | 31.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 64,892 | $7.85M | $10.37M | $2.52M | 32.13% |
Craig Silberg EVERPAR ADVISORS LLC | 16,981 | $2M | $2.64M | $639,776.03 | 31.99% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,193 | $745,543.03 | $1.1M | $354,590.43 | 47.56% |
Carol Smith Access Investment Management LLC | 270 | $29,106.2 | $41,968.8 | $12,862.6 | 44.19% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,686 | $330,668.87 | $417,511.84 | $86,842.97 | 26.26% |
Matthew Stead Sachetta, LLC | 5,569 | $593,187.34 | $865,645.36 | $272,458.02 | 45.93% |
Nicole Davis Northwest Financial Advisors | 2,019 | $213,050.33 | $313,833.36 | $100,783.03 | 47.3% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 6,516 | $697,512.35 | $1.01M | $315,334.69 | 45.21% |