| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 7,816 | $356,019.2 | $414,638.8 | $58,619.6 | 16.47% |
David Levy Diversified Enterprises LLC | 41,413 | $1.73M | $2.17M | $440,117.13 | 25.38% |
Travis Bettfreund K2 Financial Inc. | 98,882 | $3.93M | $5.24M | $1.31M | 33.27% |
| PB Paul Barry Stark Wealth Management LLC | 59,286 | $2.57M | $3.1M | $531,740.36 | 20.7% |
| RN Ron New Whipplewood Advisors LLC | 1,434 | $65,318.93 | $75,191.79 | $9,872.86 | 15.11% |
Samira Kadam Synergy Investment Management LLC | 1,393 | $77,069.12 | $73,919.54 | -$3,149.58 | -4.09% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 59,864 | $2.73M | $3.19M | $464,299.88 | 17.04% |
Rossby Financial LLC Rossby Financial LLC | 3,864 | $181,925.48 | $206,144.4 | $24,218.92 | 13.31% |
Ameriflex Group Inc. Ameriflex Group Inc. | 213 | $11,960 | $11,363.55 | -$596.45 | -4.99% |
Binnacle Investments Inc. Binnacle Investments Inc. | 6,876 | $268,247.8 | $364,634.28 | $96,386.48 | 35.93% |
Nicole Reese WPG Advisers LLC | 3,560 | $142,550.81 | $189,926 | $47,375.19 | 33.23% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2.65M | $124.54M | $139.48M | $14.95M | 12% |