| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 839 | $46,579.5 | $60,693.26 | $14,113.76 | 30.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,925 | $104,550.91 | $143,566.5 | $39,015.59 | 37.32% |
Chandler te Velde Maia Wealth LLC | 8,206 | $438,223.58 | $593,622.04 | $155,398.46 | 35.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,395 | $276,083.28 | $317,934.3 | $41,851.02 | 15.16% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 5,343 | $371,124.78 | $386,512.62 | $15,387.84 | 4.15% |
Angela Pompian Sunpointe, LLC | 14,363 | $780,772.99 | $1.04M | $258,246.43 | 33.08% |
Ian Jameson American Capital Advisory, LLC | 122 | $6,984.63 | $8,825.48 | $1,840.85 | 26.36% |
Mark Weiskind Fairway Wealth LLC | 310 | $21,532.6 | $22,425.4 | $892.8 | 4.15% |
Adam Jordan Paul R. Ried Financial Group, LLC | 77,739 | $4.06M | $5.62M | $1.56M | 38.52% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,765 | $309,455.21 | $429,953.7 | $120,498.49 | 38.94% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 28 | $1,521.8 | $2,025.52 | $503.72 | 33.1% |
Taryn Anderson YANKCOM Partnership | 500 | $28,625 | $36,170 | $7,545 | 26.36% |
Jared Machen BWM Planning LLC | 5,781 | $401,548.26 | $418,197.54 | $16,649.28 | 4.15% |
Scott M. Freund Family Office Research LLC | 42,181 | $2.29M | $3.05M | $757,929.04 | 33.05% |
REAP Financial Group LLC REAP Financial Group LLC | 408 | $21,188.02 | $29,514.72 | $8,326.7 | 39.3% |
Lyn Dippel Curio Wealth LLC | 15,854 | $847,465.49 | $1.18M | $332,230.65 | 39.2% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 13,737 | $747,555.5 | $993,734.58 | $246,179.08 | 32.93% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 48,854 | $2.71M | $3.53M | $822,536.54 | 30.33% |
| SC Stacey Cole Haven Private LLC | 56,564 | $3.12M | $4.09M | $971,290.24 | 31.13% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 9,123 | $503,556.2 | $659,957.82 | $156,401.62 | 31.06% |