| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chandler te Velde Maia Wealth LLC | 8,206 | $438,223.58 | $569,865.67 | $131,642.09 | 30.04% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,395 | $276,083.28 | $304,397.7 | $28,314.42 | 10.26% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 18,447 | $1.28M | $1.29M | $11,908.64 | 0.93% |
Angela Pompian Sunpointe, LLC | 14,363 | $780,772.99 | $998,874.83 | $218,101.84 | 27.93% |
Ian Jameson American Capital Advisory, LLC | 122 | $6,984.63 | $8,502.79 | $1,518.16 | 21.74% |
Mark Weiskind Fairway Wealth LLC | 310 | $21,532.6 | $21,650.4 | $117.8 | 0.55% |
Adam Jordan Paul R. Ried Financial Group, LLC | 77,739 | $4.06M | $5.42M | $1.36M | 33.51% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,765 | $309,455.21 | $401,474.6 | $92,019.39 | 29.74% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 28 | $1,521.8 | $1,936.76 | $414.96 | 27.27% |
Jared Machen BWM Planning LLC | 5,781 | $401,548.26 | $403,484.89 | $1,936.63 | 0.48% |
Scott M. Freund Family Office Research LLC | 38,244 | $2.08M | $2.67M | $588,856.31 | 28.32% |
REAP Financial Group LLC REAP Financial Group LLC | 408 | $21,188.02 | $28,254 | $7,065.98 | 33.35% |
Lyn Dippel Curio Wealth LLC | 15,854 | $847,465.49 | $1.1M | $257,161.96 | 30.34% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 13,737 | $747,555.5 | $962,826.33 | $215,270.83 | 28.8% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 7,619 | $529,215.74 | $531,158.58 | $1,942.84 | 0.37% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 48,767 | $2.71M | $3.4M | $695,641.09 | 25.7% |
| SC Stacey Cole Haven Private LLC | 56,564 | $3.12M | $3.96M | $842,607.14 | 27% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 8,540 | $471,863.2 | $596,946 | $125,082.8 | 26.51% |
Clune & Associates Ltd. Clune & Associates Ltd. | 18,336 | $1.03M | $1.29M | $256,034.36 | 24.86% |
| TS Todd Stoner Disciplined Investors LLC | 21,664 | $1.2M | $1.52M | $317,121.86 | 26.38% |