| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 475 | $40,323 | $43,529 | $3,206 | 7.95% |
Taylor Wagner Valued Wealth Advisors LLC | 56 | $4,513.22 | $5,131.84 | $618.62 | 13.71% |
Darin Sadow Freestone Grove Partners LP | 600,547 | $50.98M | $55.03M | $4.05M | 7.95% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,627 | $317,064.82 | $424,018.28 | $106,953.46 | 33.73% |
Wayne Atkins VCI Wealth Management LLC | 12,940 | $1.26M | $1.19M | -$71,040.62 | -5.65% |
Curtis Burkholder Bare Financial Services, Inc | 60 | $5,329.47 | $5,498.4 | $168.93 | 3.17% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,140 | $100,502.1 | $104,469.6 | $3,967.5 | 3.95% |
Joshua Stipcich Tidemark, LLC | 3 | $255 | $274.92 | $19.92 | 7.81% |
Rob Dainard Hara Capital LLC | 8,250 | $479,655 | $756,030 | $276,375 | 57.62% |
Christy Clarin Portfolio Design Labs, LLC | 18,932 | $1.45M | $1.73M | $289,791.95 | 20.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,795 | $231,068.56 | $256,133.8 | $25,065.24 | 10.85% |
Carol Smith Access Investment Management LLC | 309 | $27,631 | $28,316.76 | $685.76 | 2.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 233 | $19,781 | $21,352.12 | $1,571.12 | 7.94% |
Neil Greenspan Fielder Capital Group LLC | 4,667 | $290,133.89 | $427,683.88 | $137,549.99 | 47.41% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,830 | $250,294.64 | $259,341.2 | $9,046.56 | 3.61% |
Christian Scharosch 1248 Management, LLC | 3,947 | $312,822.61 | $361,703.08 | $48,880.47 | 15.63% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,912 | $348,627.53 | $358,495.68 | $9,868.15 | 2.83% |
Margaret Nickens Elm3 Financial Group, LLC | 5,082 | $419,436.03 | $465,714.48 | $46,278.45 | 11.03% |
Christopher Griffith Stablepoint Partners, LLC | 12,229 | $762,742.89 | $1.12M | $357,922.67 | 46.93% |
Jeff Kautz QSV Equity Investors LLC | 2,385 | $213,267.13 | $218,561.4 | $5,294.27 | 2.48% |