| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 3,318 | $233,487.81 | $272,839.14 | $39,351.33 | 16.85% |
Amir Har-El Savvy Advisors, Inc. | 6,031 | $417,810.09 | $495,205.41 | $77,395.32 | 18.52% |
Ann Keitner Quantum Portfolio Management LLC | 7,665 | $492,246.51 | $631,979.25 | $139,732.74 | 28.39% |
United Advisor Group LLC United Advisor Group, LLC | 4,807 | $310,600 | $396,337.15 | $85,737.15 | 27.6% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,061 | $71,445.65 | $87,118.71 | $15,673.06 | 21.94% |
Jeffrey McGrath Cetera Trust Company, N.A | 22,744 | $1.98M | $1.88M | -$101,254.97 | -5.12% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 828 | $53,498 | $67,987.08 | $14,489.08 | 27.08% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $1,156 | $1,067.43 | -$88.57 | -7.66% |
Darin Sadow Freestone Grove Partners LP | 422,859 | $28.35M | $34.72M | $6.37M | 22.46% |
JP Tarbutton LHM, INC. | 108,315 | $6.93M | $8.89M | $1.97M | 28.43% |
Wayne Atkins VCI Wealth Management LLC | 12,923 | $834,955 | $1.06M | $226,152.53 | 27.09% |
Curtis Burkholder Bare Financial Services, Inc | 81 | $5,613.91 | $6,645.24 | $1,031.33 | 18.37% |
Keisuke Ichihara Rakuten Securities, Inc. | 33 | $1,943.33 | $2,707.32 | $763.99 | 39.31% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 72 | $4,601.3 | $5,906.88 | $1,305.58 | 28.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,836 | $414,923.96 | $476,451.04 | $61,527.08 | 14.83% |
Craig Silberg EVERPAR ADVISORS LLC | 3,675 | $243,770.6 | $301,497 | $57,726.4 | 23.68% |
Matthew Stead Sachetta, LLC | 71 | $6,194.93 | $6,184.81 | -$10.12 | -0.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 218 | $14,081 | $17,795.34 | $3,714.34 | 26.38% |
Scott Noble Boomfish Wealth Group, LLC | 41,149 | $3.2M | $3.38M | $172,800.35 | 5.39% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,223 | $795,626.36 | $1.05M | $258,729.62 | 32.52% |