| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 2,855 | $233,311 | $456,087.11 | $222,776.11 | 95.48% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 622 | $50,858 | $100,191.76 | $49,333.76 | 97% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,516 | $443,352.52 | $888,517.28 | $445,164.76 | 100.41% |
Taylor Wagner Valued Wealth Advisors LLC | 108 | $8,200.28 | $17,396.64 | $9,196.36 | 112.15% |
Curtis Burkholder Bare Financial Services, Inc | 19 | $1,566.99 | $3,063.56 | $1,496.57 | 95.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 269 | $22,617.69 | $43,373.56 | $20,755.87 | 91.77% |
Joshua Stipcich Tidemark, LLC | 4 | $327 | $644.96 | $317.96 | 97.24% |
Dustin Schick Evergreen Private Wealth LLC | 45,315 | $3.99M | $7.31M | $3.32M | 83.33% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,634 | $467,564.75 | $911,359.78 | $443,795.03 | 94.92% |
Craig Silberg EVERPAR ADVISORS LLC | 2,729 | $419,229 | $440,023.96 | $20,794.96 | 4.96% |
Matthew Stead Sachetta, LLC | 156 | $12,102.91 | $25,663.56 | $13,560.65 | 112.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 6,847 | $421,853.87 | $1.11M | $684,680.21 | 162.3% |
Neil Greenspan Fielder Capital Group LLC | 8,556 | $589,010.35 | $1.38M | $793,712.83 | 134.75% |
Scott Noble Boomfish Wealth Group, LLC | 33,262 | $2.12M | $5.36M | $3.24M | 152.83% |
Chandler te Velde Maia Wealth LLC | 31,320 | $2.74M | $5.05M | $2.31M | 84.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,398 | $278,329.62 | $549,662.86 | $271,333.24 | 97.49% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 50 | $4,204 | $8,080.43 | $3,876.43 | 92.21% |
Kelly Richert Clayton Financial Group LLC | 890 | $74,831.2 | $143,831.65 | $69,000.45 | 92.21% |
Christopher Griffith Stablepoint Partners, LLC | 1,463 | $224,746 | $236,433.38 | $11,687.38 | 5.2% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 19,272 | $1.86M | $3.12M | $1.26M | 68.05% |