| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Levy Diversified Enterprises LLC | 47,088 | $1.77M | $2.32M | $546,969.07 | 30.91% |
Travis Bettfreund K2 Financial Inc. | 112,470 | $3.83M | $5.53M | $1.7M | 44.31% |
| PB Paul Barry Stark Wealth Management LLC | 59,765 | $2.28M | $2.94M | $658,001.54 | 28.83% |
| RN Ron New Whipplewood Advisors LLC | 1,862 | $77,384.95 | $91,610.4 | $14,225.45 | 18.38% |
Samira Kadam Synergy Investment Management LLC | 1,555 | $76,164 | $79,958.1 | $3,794.1 | 4.98% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 8,167 | $270,485 | $401,816.4 | $131,331.4 | 48.55% |
| RFL Rossby Financial LLC Rossby Financial LLC | 3,933 | $164,301 | $193,503.6 | $29,202.6 | 17.77% |
Ameriflex Group Inc. Ameriflex Group Inc. | 234 | $11,232 | $12,032.28 | $800.28 | 7.12% |
Binnacle Investments Inc. Binnacle Investments Inc. | 7,989 | $272,844.73 | $393,058.8 | $120,214.07 | 44.06% |
Nicole Reese WPG Advisers LLC | 3,992 | $137,096.53 | $202,234.72 | $65,138.19 | 47.51% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3.03M | $127.82M | $149.23M | $21.42M | 16.75% |
Todd Arthur Gomes Sonoma Allocations LLC | 6,783 | $283,766.8 | $333,723.6 | $49,956.8 | 17.6% |