| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,415 | $336,310.41 | $612,105.9 | $275,795.49 | 82.01% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,019 | $201,375 | $258,275.74 | $56,900.74 | 28.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $179 | $253.93 | $74.93 | 41.86% |
Joshua Stipcich Tidemark, LLC | 2 | $413 | $507.86 | $94.86 | 22.97% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,149 | $461,045.18 | $799,625.57 | $338,580.39 | 73.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4 | $806 | $1,015.72 | $209.72 | 26.02% |
Christy Clarin Portfolio Design Labs, LLC | 2,086 | $425,957.08 | $529,697.98 | $103,740.9 | 24.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,995 | $661,263.49 | $1.01M | $349,990.86 | 52.93% |
Matthew Stead Sachetta, LLC | 39 | $7,341.73 | $9,692.67 | $2,350.94 | 32.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 128 | $26,461 | $32,529.28 | $6,068.28 | 22.93% |
Christian Scharosch 1248 Management, LLC | 2,702 | $558,557 | $686,118.86 | $127,561.86 | 22.84% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,785 | $352,751.96 | $453,461.4 | $100,709.44 | 28.55% |
Kelly Richert Clayton Financial Group LLC | 28 | $5,642 | $7,115.78 | $1,473.78 | 26.12% |
Alan Gilmore Private Wealth Management Group, LLC | 55 | $7,580.75 | $13,922.15 | $6,341.4 | 83.65% |
David Novak Novak & Powell Financial Services, Inc. | 1,695 | $236,092.58 | $430,758.82 | $194,666.24 | 82.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 31,107 | $4.44M | $7.88M | $3.45M | 77.75% |
Angela Mari Abich Financial Wealth Management LLC | 1,547 | $305,070.35 | $393,061.76 | $87,991.41 | 28.84% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,511 | $310,206.21 | $383,997.98 | $73,791.77 | 23.79% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,090 | $211,329.93 | $275,911.7 | $64,581.77 | 30.56% |
Columbia Bank Columbia Bank | 2,114 | $348,658.03 | $535,476.2 | $186,818.17 | 53.58% |