| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 27,396 | $1.06M | $1.36M | $301,286.39 | 28.44% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 7,041 | $259,104.72 | $335,362.83 | $76,258.11 | 29.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,643 | $684,963.58 | $840,336.09 | $155,372.51 | 22.68% |
Amir Har-El Savvy Advisors, Inc. | 24,234 | $1.01M | $1.15M | $146,058.32 | 14.49% |
Joshua Stipcich Tidemark, LLC | 5,973 | $285,491.48 | $295,066.2 | $9,574.72 | 3.35% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,443 | $320,637.82 | $497,400.09 | $176,762.27 | 55.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 423 | $18,576.89 | $20,904.66 | $2,327.77 | 12.53% |
Adam Colby Wealth Group Ltd | 42,174 | $1.71M | $2.01M | $300,932.46 | 17.62% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 8,871 | $424,007.19 | $422,525.73 | -$1,481.46 | -0.35% |
Stephanie Ternes Wealth Forward, LLC | 107,595 | $4.04M | $5.12M | $1.09M | 26.86% |
Define Financial LLC DEFINE FINANCIAL, LLC | 5,169 | $204,357.99 | $246,199.47 | $41,841.48 | 20.47% |
Kings Path Partners LLC Kings Path Partners LLC | 1,767 | $75,615.23 | $84,162.21 | $8,546.98 | 11.3% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 22,503 | $607,581 | $1.11M | $504,292.23 | 83% |
REAP Financial Group LLC REAP Financial Group LLC | 2,280 | $85,167.12 | $108,596.4 | $23,429.28 | 27.51% |
Camaron Barta BXM Wealth LLC | 4,215 | $201,464.35 | $200,760.45 | -$703.9 | -0.35% |
Crux Wealth Advisors Crux Wealth Advisors | 209,841 | $8.05M | $9.99M | $1.94M | 24.13% |
| DN Daniel Newman Noble Wealth Management PBC | 360 | $15,405.84 | $17,146.8 | $1,740.96 | 11.3% |