| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Keitner Quantum Portfolio Management LLC | 6,843 | $470,866.73 | $602,115.57 | $131,248.84 | 27.87% |
Timothy Bolger Arrow Capital Pty Ltd | 19,402 | $1.69M | $1.72M | $30,849.26 | 1.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 180 | $3,730.5 | $15,838.2 | $12,107.7 | 324.56% |
Jeffrey McGrath Cetera Trust Company, N.A | 200 | $4,145 | $17,598 | $13,453 | 324.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 409 | $27,432 | $35,987.91 | $8,555.91 | 31.19% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 5,512 | $354,505.3 | $485,000.88 | $130,495.58 | 36.81% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,094 | $357,359 | $360,231.06 | $2,872.06 | 0.8% |
Taylor Wagner Valued Wealth Advisors LLC | 1,290 | $79,468.28 | $113,507.1 | $34,038.82 | 42.83% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,220 | $178,420.48 | $283,327.8 | $104,907.32 | 58.8% |
Curtis Burkholder Bare Financial Services, Inc | 88 | $5,224.35 | $7,743.12 | $2,518.77 | 48.21% |
Keisuke Ichihara Rakuten Securities, Inc. | 33 | $2,270.72 | $2,903.67 | $632.95 | 27.87% |
Joshua Stipcich Tidemark, LLC | 349 | $19,873.8 | $30,708.51 | $10,834.71 | 54.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,395 | $71,015.02 | $122,746.05 | $51,731.03 | 72.85% |
Craig Silberg EVERPAR ADVISORS LLC | 9,021 | $245,023.83 | $793,757.79 | $548,733.96 | 223.95% |
Matthew Stead Sachetta, LLC | 96 | $6,980.08 | $8,447.04 | $1,466.96 | 21.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 128 | $8,586 | $11,262.72 | $2,676.72 | 31.18% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,487 | $128,467.7 | $130,841.13 | $2,373.43 | 1.85% |
Adam Hill Bey-Douglas LLC | 3,748 | $251,385 | $329,786.52 | $78,401.52 | 31.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 55,423 | $1.63M | $4.88M | $3.25M | 199.58% |
Angela Mari Abich Financial Wealth Management LLC | 1,458 | $93,150.54 | $128,289.42 | $35,138.88 | 37.72% |