| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 2,135 | $487,264.31 | $706,663.65 | $219,399.34 | 45.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 200 | $50,900.5 | $61,490 | $10,589.5 | 20.8% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,074 | $167,888.09 | $332,403 | $164,514.91 | 97.99% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,402 | $218,877.41 | $436,610.84 | $217,733.43 | 99.48% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 679 | $230,562 | $211,284.43 | -$19,277.57 | -8.36% |
Darin Sadow Freestone Grove Partners LP | 546,925 | $139.19M | $180.22M | $41.02M | 29.47% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,759 | $744,240.67 | $1.17M | $421,519.2 | 56.64% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 919 | $233,886 | $286,130.65 | $52,244.65 | 22.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,681 | $548,619.61 | $822,664.85 | $274,045.24 | 49.95% |
Joshua Stipcich Tidemark, LLC | 101 | $15,000.06 | $33,066.89 | $18,066.83 | 120.45% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,244 | $1.1M | $1.94M | $836,079.54 | 75.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 96 | $17,513.64 | $31,453.44 | $13,939.8 | 79.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,734 | $337,198.24 | $581,028.7 | $243,830.46 | 72.31% |
Craig Silberg EVERPAR ADVISORS LLC | 989 | $251,700 | $307,094.39 | $55,394.39 | 22.01% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 200 | $32,549.62 | $67,014 | $34,464.38 | 105.88% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,589 | $355,553.97 | $482,992.44 | $127,438.47 | 35.84% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,490 | $224,721.99 | $456,848.89 | $232,126.9 | 103.3% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 27,326 | $6.19M | $8.39M | $2.2M | 35.56% |
Christopher Griffith Stablepoint Partners, LLC | 1,024 | $260,608 | $318,822.4 | $58,214.4 | 22.34% |
Jonathan Chatfield LM Advisors LLC | 1,500 | $350,534.46 | $466,732.5 | $116,198.04 | 33.15% |