| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 1,778 | $264,968.14 | $322,742.56 | $57,774.42 | 21.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 205 | $26,004.58 | $37,211.6 | $11,207.02 | 43.1% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 111 | $15,899 | $20,148.72 | $4,249.72 | 26.73% |
Taylor Wagner Valued Wealth Advisors LLC | 47 | $6,129.73 | $8,531.44 | $2,401.71 | 39.18% |
Darin Sadow Freestone Grove Partners LP | 7,904 | $1.13M | $1.43M | $302,644.08 | 26.73% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 25,684 | $3.26M | $4.66M | $1.41M | 43.18% |
Michel Del Buono a16z Perennial Management, L.P. | 1,458 | $217,257 | $264,656.16 | $47,399.16 | 21.82% |
Curtis Burkholder Bare Financial Services, Inc | 34 | $4,197 | $6,156.21 | $1,959.21 | 46.68% |
Wynn Capital LLC Wynn Capital, LLC | 4,264 | $540,484.7 | $772,061.16 | $231,576.46 | 42.85% |
Rob Dainard Hara Capital LLC | 200 | $26,280 | $36,213 | $9,933 | 37.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 12 | $1,719 | $2,172.78 | $453.78 | 26.4% |
Christy Clarin Portfolio Design Labs, LLC | 7,466 | $919,432.09 | $1.35M | $432,399.2 | 47.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,902 | $241,615.92 | $343,796.01 | $102,180.09 | 42.29% |
Craig Silberg EVERPAR ADVISORS LLC | 1,775 | $267,799.62 | $321,390.37 | $53,590.75 | 20.01% |
Matthew Stead Sachetta, LLC | 56 | $6,510.22 | $9,980.32 | $3,470.1 | 53.3% |
Scott Noble Boomfish Wealth Group, LLC | 20,411 | $2.56M | $3.7M | $1.14M | 44.5% |
Kelly Richert Clayton Financial Group LLC | 8 | $1,193 | $1,448.76 | $255.76 | 21.44% |
Amber Baker NDVR, Inc. | 1,564 | $191,731.23 | $283,232.58 | $91,501.35 | 47.72% |
Alan Gilmore Private Wealth Management Group, LLC | 169 | $21,495.19 | $30,547.59 | $9,052.4 | 42.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 38,020 | $4.78M | $6.89M | $2.11M | 44.05% |