| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 5,995 | $2.78M | $5.85M | $3.08M | 110.93% |
One Degree Advisors Inc. One Degree Advisors Inc | 691 | $320,696.51 | $688,505.49 | $367,808.98 | 114.69% |
Jonathon Gold Gold Investment Management Ltd. | 4 | $2,147 | $3,906.28 | $1,759.28 | 81.94% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 928 | $444,272.86 | $906,256.97 | $461,984.11 | 103.99% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,425 | $1.12M | $1.42M | $304,614.71 | 27.24% |
Taylor Wagner Valued Wealth Advisors LLC | 48 | $24,093.13 | $47,776.8 | $23,683.67 | 98.3% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 471 | $230,359.5 | $459,964.47 | $229,604.97 | 99.67% |
Kevin Stillman Evernest Financial Advisors, LLC | 859 | $499,976.66 | $838,873.64 | $338,896.98 | 67.78% |
Keisuke Ichihara Rakuten Securities, Inc. | 14 | $11,340.77 | $13,946.94 | $2,606.17 | 22.98% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,269 | $594,007.46 | $1.24M | $645,259.88 | 108.63% |
Andrea Butler Sequent Planning LLC | 1,246 | $713,551.75 | $1.22M | $503,254.48 | 70.53% |
Luke Bunch OxenFree Capital LLC | 641 | $442,000.08 | $638,064.22 | $196,064.14 | 44.36% |
Wynn Capital LLC Wynn Capital, LLC | 3,519 | $1.63M | $3.52M | $1.89M | 115.9% |
Rob Dainard Hara Capital LLC | 76 | $37,576.1 | $74,219.32 | $36,643.22 | 97.52% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 14 | $11,144.24 | $13,952.96 | $2,808.72 | 25.2% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,582 | $755,591.99 | $1.57M | $816,188.29 | 108.02% |
Christy Clarin Portfolio Design Labs, LLC | 2,606 | $1.92M | $2.54M | $622,403.21 | 32.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,161 | $1.44M | $2.16M | $721,139.96 | 50.19% |
Craig Silberg EVERPAR ADVISORS LLC | 683 | $474,136.14 | $666,997.32 | $192,861.18 | 40.68% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 371 | $172,316.51 | $370,013.14 | $197,696.63 | 114.73% |