| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 352 | $173,019 | $202,153.6 | $29,134.6 | 16.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,732 | $1.25M | $1.57M | $316,482.94 | 25.27% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $6,991.48 | $8,040.2 | $1,048.72 | 15% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 19,705 | $10.46M | $11.32M | $857,617 | 8.2% |
Anthony Blagrove Traveka Wealth, LLC | 576 | $283,090.51 | $330,796.79 | $47,706.28 | 16.85% |
Curtis Burkholder Bare Financial Services, Inc | 48 | $23,726.9 | $27,566.4 | $3,839.5 | 16.18% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $1,738.5 | $1,722.9 | -$15.6 | -0.9% |
Joshua Stipcich Tidemark, LLC | 26 | $12,927.6 | $15,440.62 | $2,513.02 | 19.44% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,317 | $1.21M | $1.33M | $116,588.64 | 9.6% |
Rob Dainard Hara Capital LLC | 910 | $483,019 | $522,612.99 | $39,593.99 | 8.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 115 | $55,348.14 | $66,044.5 | $10,696.36 | 19.33% |
Dustin Schick Evergreen Private Wealth LLC | 13,754 | $7.17M | $7.9M | $726,831.36 | 10.13% |
Christy Clarin Portfolio Design Labs, LLC | 2,891 | $1.42M | $1.66M | $236,766.59 | 16.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,264 | $3.4M | $3.6M | $198,839.47 | 5.85% |
Craig Silberg EVERPAR ADVISORS LLC | 1,569 | $830,626.71 | $901,076.68 | $70,449.97 | 8.48% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,195 | $631,709.54 | $709,674.65 | $77,965.11 | 12.34% |
Matthew Stead Sachetta, LLC | 136 | $73,089.02 | $78,104.8 | $5,015.78 | 6.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 132 | $64,883 | $75,807.6 | $10,924.6 | 16.84% |
Neil Greenspan Fielder Capital Group LLC | 475 | $234,544.35 | $273,400.5 | $38,856.15 | 16.57% |
Scott Noble Boomfish Wealth Group, LLC | 5,698 | $2.84M | $3.27M | $432,914.47 | 15.25% |