| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 176 | $21,694 | $33,255.2 | $11,561.2 | 53.29% |
Taylor Wagner Valued Wealth Advisors LLC | 10 | $1,233 | $1,889.5 | $656.5 | 53.24% |
Darin Sadow Freestone Grove Partners LP | 1,112 | $137,065 | $210,112.4 | $73,047.4 | 53.29% |
Curtis Burkholder Bare Financial Services, Inc | 45 | $4,003.61 | $8,519.44 | $4,515.83 | 112.79% |
Keisuke Ichihara Rakuten Securities, Inc. | 244 | $30,396.52 | $46,194.3 | $15,797.78 | 51.97% |
Joshua Stipcich Tidemark, LLC | 325 | $44,020.6 | $61,529.29 | $17,508.69 | 39.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,600 | $183,420.6 | $303,352.48 | $119,931.88 | 65.39% |
Matthew Stead Sachetta, LLC | 22 | $2,462.28 | $4,206.4 | $1,744.12 | 70.83% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 41 | $5,054 | $7,769.09 | $2,715.09 | 53.72% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 26,493 | $2.53M | $4.96M | $2.43M | 95.85% |
Alan Gilmore Private Wealth Management Group, LLC | 76 | $7,936.14 | $14,409.24 | $6,473.1 | 81.56% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 39,311 | $4.9M | $7.44M | $2.54M | 51.9% |
Angela Mari Abich Financial Wealth Management LLC | 2,360 | $226,273.17 | $446,630 | $220,356.83 | 97.39% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 112 | $12,814.7 | $21,223.44 | $8,408.74 | 65.62% |
Corey Saft Sivia Capital Partners, LLC | 2,548 | $334,195.62 | $483,088.82 | $148,893.2 | 44.55% |
| WL Wealthcollab LLC WealthCollab, LLC | 303 | $28,563.85 | $57,327.6 | $28,763.75 | 100.7% |
Ian Jameson American Capital Advisory, LLC | 3 | $326.1 | $567.6 | $241.5 | 74.06% |
Ryan Visniski Bryce Point Capital, LLC | 5,429 | $517,980.73 | $1.03M | $510,787.62 | 98.61% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,971 | $258,465.67 | $373,760.53 | $115,294.86 | 44.61% |
Brian Krause Cascade Financial Partners, LLC | 1,660 | $217,726 | $314,785.63 | $97,059.63 | 44.58% |