| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 21,766 | $735,316.54 | $1.09M | $355,160.06 | 48.3% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 8,539 | $354,880.88 | $427,889.29 | $73,008.41 | 20.57% |
David Levy Diversified Enterprises LLC | 47,088 | $1.77M | $2.34M | $572,161.15 | 32.33% |
Travis Bettfreund K2 Financial Inc. | 112,470 | $3.83M | $5.6M | $1.76M | 45.96% |
| PB Paul Barry Stark Wealth Management LLC | 59,765 | $2.28M | $2.97M | $683,700.49 | 29.95% |
| RN Ron New Whipplewood Advisors LLC | 1,862 | $77,384.95 | $92,522.78 | $15,137.83 | 19.56% |
Samira Kadam Synergy Investment Management LLC | 1,555 | $76,164 | $77,563.4 | $1,399.4 | 1.84% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 8,167 | $270,485 | $403,776.48 | $133,291.48 | 49.28% |
Rossby Financial LLC Rossby Financial LLC | 4,416 | $187,485 | $220,800 | $33,315 | 17.77% |
Ameriflex Group Inc. Ameriflex Group Inc. | 234 | $11,232 | $11,700 | $468 | 4.17% |
Binnacle Investments Inc. Binnacle Investments Inc. | 7,989 | $272,844.73 | $397,692.42 | $124,847.69 | 45.76% |
Nicole Reese WPG Advisers LLC | 3,992 | $137,096.53 | $199,600 | $62,503.47 | 45.59% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3.03M | $127.82M | $150.99M | $23.17M | 18.13% |
Todd Arthur Gomes Sonoma Allocations LLC | 6,783 | $283,766.8 | $339,150 | $55,383.2 | 19.52% |