| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 74,667 | $564,311.27 | $735,096.61 | $170,785.34 | 30.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,114 | $87,688 | $109,417.33 | $21,729.33 | 24.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,870 | $22,662.86 | $47,945.15 | $25,282.29 | 111.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,520 | $19,883 | $24,809.4 | $4,926.4 | 24.78% |
Curtis Burkholder Bare Financial Services, Inc | 235 | $1,779.28 | $2,311.22 | $531.94 | 29.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 50,782 | $319,585.6 | $497,917.51 | $178,331.91 | 55.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 384 | $3,030 | $3,768.96 | $738.96 | 24.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 241,714 | $1.35M | $2.37M | $1.02M | 75.18% |
Corey Saft Sivia Capital Partners, LLC | 24,335 | $146,228.34 | $238,604.67 | $92,376.33 | 63.17% |
Ashley Meredith Abel Hall, LLC | 21,125 | $176,546.85 | $207,130.62 | $30,583.77 | 17.32% |
| WL Wealthcollab LLC WealthCollab, LLC | 677 | $4,152.55 | $6,644.75 | $2,492.2 | 60.02% |
Ian Jameson American Capital Advisory, LLC | 351 | $2,727.79 | $3,445.06 | $717.27 | 26.29% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 11,777 | $53,114.66 | $115,473.48 | $62,358.82 | 117.4% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 18,356 | $152,655.37 | $179,797.02 | $27,141.65 | 17.78% |
Laurel Steward Mattson Financial Services, LLC | 33,750 | $266,288 | $330,581.25 | $64,293.25 | 24.14% |
| EM Eric Myers Carrera Capital Advisors | 575,559 | $3.74M | $5.64M | $1.9M | 50.67% |
Gregory A. Brown Brown Financial Advisors | 31,701 | $250,121 | $310,511.29 | $60,390.29 | 24.14% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 14,873 | $119,345.33 | $145,681.03 | $26,335.7 | 22.07% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 245 | $1,716.98 | $2,287.07 | $570.09 | 33.2% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 319 | $1,962 | $3,110.25 | $1,148.25 | 58.52% |