| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 6,656 | $573,547.52 | $724,072.96 | $150,525.44 | 26.24% |
Ann Keitner Quantum Portfolio Management LLC | 6,108 | $494,196.86 | $634,651.74 | $140,454.88 | 28.42% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,145 | $345,178.28 | $435,183.55 | $90,005.27 | 26.08% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 25,774 | $2.22M | $2.8M | $580,430.48 | 26.13% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,957 | $1.2M | $1.36M | $150,424.89 | 12.49% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 32,343 | $2.62M | $3.4M | $782,746.7 | 29.9% |
Thomas Hood Alternative Investment Advisors, LLC. | 53,046 | $4.44M | $5.77M | $1.33M | 29.85% |
Joshua Stipcich Tidemark, LLC | 147 | $12,617.64 | $15,971.55 | $3,353.91 | 26.58% |
Andrea Butler Sequent Planning LLC | 2,505 | $214,335.9 | $262,448.85 | $48,112.95 | 22.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 605 | $54,830.65 | $65,745.35 | $10,914.7 | 19.91% |
Dustin Schick Evergreen Private Wealth LLC | 12,958 | $1.12M | $1.41M | $292,850.8 | 26.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,521 | $174,756.07 | $163,735.65 | -$11,020.42 | -6.31% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 8 | $689.36 | $832.64 | $143.28 | 20.78% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 24,522 | $2.77M | $2.55M | -$222,548.47 | -8.04% |
Michael Herman Apollon Financial, LLC | 9,600 | $789,680.03 | $1M | $213,855.97 | 27.08% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 132 | $11,255.64 | $13,799.94 | $2,544.3 | 22.6% |
Jonathan Chatfield LM Advisors LLC | 10,355 | $895,134.78 | $1.09M | $191,156.49 | 21.36% |
David Novak Novak & Powell Financial Services, Inc. | 5,525 | $448,243.25 | $592,335.25 | $144,092 | 32.15% |
Angela Mari Abich Financial Wealth Management LLC | 681 | $78,322 | $70,919.34 | -$7,402.66 | -9.45% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 1 | $86.17 | $110.26 | $24.09 | 27.96% |