| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 5,064 | $375,204.85 | $777,374.59 | $402,169.74 | 107.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,163 | $6.11M | $7.7M | $1.59M | 25.99% |
KKM Financial LLC KKM Financial LLC | 38,509 | $3.53M | $6.34M | $2.82M | 79.88% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,369 | $943,247.15 | $1.44M | $494,987.95 | 52.48% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,262 | $194,939.12 | $347,239.6 | $152,300.48 | 78.13% |
Amir Har-El Savvy Advisors, Inc. | 9,565 | $1.17M | $1.47M | $297,415.97 | 25.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,314 | $578,918.14 | $969,262.08 | $390,343.94 | 67.43% |
PETER KRUSSEL Southland Equity Partners LLC | 4,405 | $336,239.23 | $676,211.51 | $339,972.28 | 101.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,346 | $129,713.8 | $220,111.38 | $90,397.58 | 69.69% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,823 | $229,627.2 | $279,848.71 | $50,221.51 | 21.87% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 110 | $8,217 | $16,886.1 | $8,669.1 | 105.5% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,247 | $531,144 | $498,446.94 | -$32,697.06 | -6.16% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 33,206 | $3.17M | $5.1M | $1.93M | 60.92% |
Jonathan Chatfield LM Advisors LLC | 3,000 | $449,632.13 | $490,590 | $40,957.87 | 9.11% |
Alan Gilmore Private Wealth Management Group, LLC | 157 | $18,606.29 | $24,101.07 | $5,494.78 | 29.53% |
David Novak Novak & Powell Financial Services, Inc. | 1,500 | $245,370 | $244,320 | -$1,050 | -0.43% |
Dana Zucker Gray Foundation | 559,116 | $42.78M | $85.83M | $43.05M | 100.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,782 | $1.1M | $1.76M | $662,442.08 | 60.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 229 | $37,460 | $35,153.79 | -$2,306.21 | -6.16% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,800 | $213,318 | $276,317.98 | $62,999.98 | 29.53% |