| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 417 | $55,002.29 | $104,562.75 | $49,560.46 | 90.11% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 917 | $196,919.2 | $219,768.22 | $22,849.02 | 11.6% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,040 | $1.46M | $1.45M | -$16,790.6 | -1.15% |
Amir Har-El Savvy Advisors, Inc. | 1,379 | $297,186.36 | $330,491.14 | $33,304.78 | 11.21% |
Ann Keitner Quantum Portfolio Management LLC | 2,297 | $407,764.23 | $581,646.34 | $173,882.11 | 42.64% |
David W. Lewis Lewis Asset Management, LLC | 2,275 | $293,839.75 | $545,226.5 | $251,386.75 | 85.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,378 | $296,482.6 | $330,251.48 | $33,768.88 | 11.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,430 | $331,254.79 | $359,816.6 | $28,561.81 | 8.62% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,150 | $272,190.37 | $540,983 | $268,792.63 | 98.75% |
Brad Sayre Shared Vision Wealth Group LLC | 1,052 | $254,980 | $252,122.32 | -$2,857.68 | -1.12% |
Julie Beswick Advantage Trust Co | 1,490 | $215,043.92 | $357,093.4 | $142,049.48 | 66.06% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,894 | $420,890.53 | $693,576.04 | $272,685.51 | 64.79% |
Keisuke Ichihara Rakuten Securities, Inc. | 102 | $24,727 | $25,665.24 | $938.24 | 3.79% |
Joshua Stipcich Tidemark, LLC | 1,282 | $203,508.51 | $321,461.5 | $117,952.99 | 57.96% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,975 | $630,461.44 | $1.19M | $561,847.06 | 89.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 10 | $2,147 | $2,396.6 | $249.6 | 11.63% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,220 | $261,953.07 | $306,976.4 | $45,023.33 | 17.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,590 | $3.93M | $4.68M | $751,326.21 | 19.14% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,487 | $314,841.05 | $356,374.42 | $41,533.37 | 13.19% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,938 | $1.55M | $2.62M | $1.07M | 68.72% |