| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 4,718 | $257,463 | $361,115.72 | $103,652.72 | 40.26% |
Amir Har-El Savvy Advisors, Inc. | 5,747 | $254,057.9 | $439,875.38 | $185,817.48 | 73.14% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 941 | $33,572.73 | $72,024.14 | $38,451.41 | 114.53% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 574 | $31,145 | $43,933.96 | $12,788.96 | 41.06% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $492.83 | $995.02 | $502.19 | 101.9% |
Darin Sadow Freestone Grove Partners LP | 882,867 | $47.9M | $67.57M | $19.67M | 41.06% |
Curtis Burkholder Bare Financial Services, Inc | 318 | $11,756.72 | $24,339.72 | $12,583 | 107.03% |
| AWA Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 108,718 | $3.89M | $8.32M | $4.43M | 113.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 293 | $12,117.1 | $22,426.22 | $10,309.12 | 85.08% |
Matthew Stead Sachetta, LLC | 91 | $3,811.21 | $6,965.14 | $3,153.93 | 82.75% |
Amber Baker NDVR, Inc. | 5,327 | $240,035 | $407,728.58 | $167,693.58 | 69.86% |
Alan Gilmore Private Wealth Management Group, LLC | 184 | $6,138.11 | $14,083.36 | $7,945.25 | 129.44% |
Corey Saft Sivia Capital Partners, LLC | 13,183 | $543,695.9 | $1.01M | $465,330.92 | 85.59% |
Kyle Jones Pineridge Advisors LLC | 19 | $681.14 | $1,454.26 | $773.12 | 113.5% |
Columbia Bank Columbia Bank | 6,767 | $227,718.12 | $517,946.18 | $290,228.06 | 127.45% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 10,500 | $397,079.17 | $803,670 | $406,590.83 | 102.39% |
| WL Wealthcollab LLC WealthCollab, LLC | 282 | $13,729.63 | $21,584.28 | $7,854.65 | 57.21% |
Ian Jameson American Capital Advisory, LLC | 2 | $91 | $153.08 | $62.08 | 68.22% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 8,000 | $280,320 | $612,320 | $332,000 | 118.44% |
Kevyn Hill Hilltop National Bank | 1,208 | $41,332.83 | $92,460.32 | $51,127.49 | 123.7% |