| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 17,495 | $3.09M | $3.77M | $680,946.05 | 22.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,068 | $200,410 | $230,324.88 | $29,914.88 | 14.93% |
David Vollmer PFS Partners, LLC | 570 | $56,179.3 | $122,926.2 | $66,746.9 | 118.81% |
Benj Foor Frazier Financial Advisors, LLC | 58 | $10,819 | $12,508.28 | $1,689.28 | 15.61% |
Amir Har-El Savvy Advisors, Inc. | 4,539 | $846,401.91 | $978,880.74 | $132,478.83 | 15.65% |
Ann Keitner Quantum Portfolio Management LLC | 5,292 | $929,626.02 | $1.14M | $211,646.7 | 22.77% |
United Advisor Group LLC United Advisor Group, LLC | 3,406 | $507,934.11 | $734,537.96 | $226,603.85 | 44.61% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,878 | $298,334.69 | $405,009.48 | $106,674.79 | 35.76% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 193 | $27,746.95 | $41,622.38 | $13,875.43 | 50.01% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,665 | $238,220.39 | $359,073.9 | $120,853.51 | 50.73% |
Jonathon Gold Gold Investment Management Ltd. | 45 | $6,419 | $9,704.7 | $3,285.7 | 51.19% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,050 | $194,378.83 | $226,443 | $32,064.17 | 16.5% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 30,376 | $4.73M | $6.55M | $1.82M | 38.61% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,944 | $514,866.92 | $634,903.04 | $120,036.12 | 23.31% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,133 | $641,080.72 | $891,322.78 | $250,242.06 | 39.03% |
Michel Del Buono a16z Perennial Management, L.P. | 1,123 | $210,753 | $242,186.18 | $31,433.18 | 14.91% |
Curtis Burkholder Bare Financial Services, Inc | 31 | $5,344.68 | $6,685.46 | $1,340.78 | 25.09% |
Jaran Day OPINICUS CAPITAL, INC. | 1,726 | $246,684.64 | $372,229.16 | $125,544.52 | 50.89% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 317 | $50,961 | $68,364.22 | $17,403.22 | 34.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,974 | $873,112.95 | $1.07M | $199,579.89 | 22.86% |