| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,084 | $203,981 | $208,149.68 | $4,168.68 | 2.04% |
Amir Har-El Savvy Advisors, Inc. | 7,233 | $1.29M | $1.39M | $102,343.09 | 7.94% |
United Advisor Group LLC United Advisor Group, LLC | 5,441 | $847,030.47 | $1.03M | $184,392.69 | 21.77% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,670 | $1.37M | $2.23M | $858,180.22 | 62.78% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,016 | $320,605.63 | $576,990.96 | $256,385.33 | 79.97% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,076 | $1.74M | $3.27M | $1.53M | 87.79% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,234 | $239,088 | $238,223.7 | -$864.3 | -0.36% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 77,418 | $10.33M | $14.89M | $4.56M | 44.17% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,758 | $183,020.53 | $335,496.72 | $152,476.19 | 83.31% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 11,772 | $1.41M | $2.27M | $856,962.45 | 60.63% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,687 | $215,607.79 | $322,233.87 | $106,626.08 | 49.45% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,133 | $190,038.03 | $217,434.03 | $27,396 | 14.42% |
Joshua Stipcich Tidemark, LLC | 1,802 | $279,508.35 | $346,704.8 | $67,196.45 | 24.04% |
Jaran Day OPINICUS CAPITAL, INC. | 1,720 | $226,868.07 | $332,381.4 | $105,513.33 | 46.51% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 259 | $40,937.11 | $49,831.6 | $8,894.49 | 21.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,571 | $537,811.32 | $689,524.38 | $151,713.06 | 28.21% |
Matthew Stead Sachetta, LLC | 1,041 | $111,673.3 | $200,350.86 | $88,677.56 | 79.41% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,418 | $213,277.26 | $273,744.9 | $60,467.64 | 28.35% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,777 | $430,700.62 | $532,934.07 | $102,233.45 | 23.74% |
Neil Greenspan Fielder Capital Group LLC | 3,573 | $371,949.48 | $681,835.59 | $309,886.11 | 83.31% |