| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 1,399 | $289,257.1 | $313,166.15 | $23,909.05 | 8.27% |
David W. Lewis Lewis Asset Management, LLC | 988 | $203,034 | $221,163.8 | $18,129.8 | 8.93% |
United Advisor Group LLC United Advisor Group, LLC | 976 | $200,534.21 | $218,477.6 | $17,943.39 | 8.95% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 377 | $38,560.82 | $84,391.45 | $45,830.63 | 118.85% |
One Degree Advisors Inc. One Degree Advisors Inc | 2,788 | $281,251.42 | $624,093.8 | $342,842.38 | 121.9% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 403 | $85,158 | $90,211.55 | $5,053.55 | 5.93% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 25,956 | $2.46M | $5.81M | $3.35M | 136.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,422 | $292,929.84 | $318,314.7 | $25,384.86 | 8.67% |
Darin Sadow Freestone Grove Partners LP | 329,210 | $53.97M | $73.69M | $19.73M | 36.55% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,190 | $450,045 | $490,231.5 | $40,186.5 | 8.93% |
Keisuke Ichihara Rakuten Securities, Inc. | 21 | $2,893.11 | $4,700.85 | $1,807.74 | 62.48% |
Rob Dainard Hara Capital LLC | 280 | $30,946 | $62,678 | $31,732 | 102.54% |
Christy Clarin Portfolio Design Labs, LLC | 2,896 | $549,266.35 | $648,269.6 | $99,003.25 | 18.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,764 | $449,689.69 | $618,721.4 | $169,031.71 | 37.59% |
Craig Silberg EVERPAR ADVISORS LLC | 1,446 | $298,175.53 | $323,687.1 | $25,511.57 | 8.56% |
Carol Smith Access Investment Management LLC | 1,564 | $179,844.2 | $350,101.4 | $170,257.2 | 94.67% |
Matthew Stead Sachetta, LLC | 32 | $4,654.25 | $7,163.2 | $2,508.95 | 53.91% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 224 | $47,334 | $50,142.4 | $2,808.4 | 5.93% |
Neil Greenspan Fielder Capital Group LLC | 1,372 | $164,339.6 | $307,122.2 | $142,782.6 | 86.88% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,044 | $214,542 | $233,699.4 | $19,157.4 | 8.93% |