| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 6,200 | $240,501.86 | $482,422 | $241,920.14 | 100.59% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 51 | $3,296 | $3,968.31 | $672.31 | 20.4% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 6,723 | $452,316.39 | $523,116.63 | $70,800.24 | 15.65% |
Darin Sadow Freestone Grove Partners LP | 20,719 | $1.38M | $1.61M | $231,595.09 | 16.78% |
Curtis Burkholder Bare Financial Services, Inc | 9 | $660 | $700.29 | $40.29 | 6.1% |
Keisuke Ichihara Rakuten Securities, Inc. | 70 | $5,055.53 | $5,446.7 | $391.17 | 7.74% |
Joshua Stipcich Tidemark, LLC | 288 | $14,981.71 | $22,409.28 | $7,427.57 | 49.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,314 | $88,654.93 | $102,242.34 | $13,587.41 | 15.33% |
Matthew Stead Sachetta, LLC | 62 | $4,411.3 | $4,824.22 | $412.92 | 9.36% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 189 | $12,216 | $14,706.09 | $2,490.09 | 20.38% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,651 | $267,263.21 | $284,084.31 | $16,821.1 | 6.29% |
Chris Chatto Encompass More Asset Management | 3,816 | $279,231.02 | $296,922.96 | $17,691.94 | 6.34% |
Amber Baker NDVR, Inc. | 3,561 | $239,655 | $277,081.41 | $37,426.41 | 15.62% |
Alan Gilmore Private Wealth Management Group, LLC | 73 | $2,698.44 | $5,680.13 | $2,981.69 | 110.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,369 | $353,180.29 | $651,191.89 | $298,011.6 | 84.38% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 25 | $1,304.36 | $1,945.25 | $640.89 | 49.13% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 6,800 | $395,473 | $529,108 | $133,635 | 33.79% |
Ashley Meredith Abel Hall, LLC | 3,230 | $235,987.53 | $251,326.3 | $15,338.77 | 6.5% |
Philip Smith SWP FINANCIAL LLC | 7,652 | $365,842 | $595,402.12 | $229,560.12 | 62.75% |
| WL Wealthcollab LLC WealthCollab, LLC | 51 | $2,654 | $3,968.31 | $1,314.31 | 49.52% |