| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 5,216 | $279,453.41 | $350,776 | $71,322.59 | 25.52% |
Allison Brooke Blake WorthPointe LLC | 3,574 | $245,255.03 | $242,495.9 | -$2,759.13 | -1.13% |
Edward Lowndes Angeles Wealth Management LLC | 261 | $17,910.34 | $17,552.25 | -$358.09 | -2% |
Nelson J. Lam LAM GROUP Inc. | 9,845 | $568,068.1 | $667,983.25 | $99,915.15 | 17.59% |
Susan Sharin Efficient Frontier Advisors LLC | 7,143 | $402,105.21 | $479,295.3 | $77,190.09 | 19.2% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 19,253 | $1.23M | $1.31M | $78,749.72 | 6.42% |
Michael Mills Mills Wealth Advisors LLC | 4,215 | $229,072.02 | $285,524.1 | $56,452.08 | 24.64% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 26,831 | $1.54M | $1.8M | $266,134.27 | 17.3% |
Timonier Family Office Ltd. Timonier Family Office Ltd. | 82,404 | $4.64M | $5.58M | $933,202.22 | 20.1% |
Cloud Capital Management LLC Cloud Capital Management LLC | 11,791 | $693,001.94 | $800,019.35 | $107,017.41 | 15.44% |