| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 68,978 | $798,699.81 | $981,556.94 | $182,857.13 | 22.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 20,878 | $225,286.88 | $297,093.94 | $71,807.06 | 31.87% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,578 | $133,471.06 | $178,984.94 | $45,513.88 | 34.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,476 | $30,900.72 | $35,233.48 | $4,332.76 | 14.02% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,236 | $25,799 | $31,818.28 | $6,019.28 | 23.33% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 39,996 | $484,138.94 | $569,143.08 | $85,004.14 | 17.56% |
Taylor Wagner Valued Wealth Advisors LLC | 337 | $4,417.65 | $4,795.51 | $377.86 | 8.55% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 17,248 | $189,836.74 | $245,439.04 | $55,602.3 | 29.29% |
Julie Beswick Advantage Trust Co | 1,300 | $18,070 | $18,499 | $429 | 2.37% |
Kent Keister Bear Mountain Capital, Inc. | 253 | $2,832.01 | $3,600.19 | $768.18 | 27.12% |
Curtis Burkholder Bare Financial Services, Inc | 6,768 | $89,297.82 | $96,308.64 | $7,010.82 | 7.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,147 | $12,875.2 | $16,321.81 | $3,446.61 | 26.77% |
Joshua Stipcich Tidemark, LLC | 960 | $11,710.34 | $13,660.8 | $1,950.46 | 16.66% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 11,097 | $135,119.01 | $157,910.31 | $22,791.3 | 16.87% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 37,219 | $438,647.01 | $529,626.37 | $90,979.36 | 20.74% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,430 | $40,100.31 | $48,808.9 | $8,708.59 | 21.72% |
Christy Clarin Portfolio Design Labs, LLC | 149,700 | $1.8M | $2.13M | $325,773.12 | 18.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 83,884 | $1.01M | $1.19M | $187,479.13 | 18.63% |
Craig Silberg EVERPAR ADVISORS LLC | 15,434 | $185,003.88 | $219,625.82 | $34,621.94 | 18.71% |
Carol Smith Access Investment Management LLC | 1,000 | $10,560.66 | $14,230 | $3,669.34 | 34.75% |