| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 142 | $13,187 | $13,717.2 | $530.2 | 4.02% |
PETER KRUSSEL Southland Equity Partners LLC | 14,701 | $1.01M | $1.42M | $413,174.43 | 41.03% |
Jon Deven Mouton CAP Partners, LLC | 4,290 | $334,757.88 | $414,414 | $79,656.12 | 23.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,334 | $123,715 | $128,864.4 | $5,149.4 | 4.16% |
Taylor Wagner Valued Wealth Advisors LLC | 340 | $30,189 | $32,844 | $2,655 | 8.79% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,552 | $745,684.99 | $826,123.2 | $80,438.21 | 10.79% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 13,617 | $1.07M | $1.32M | $242,608.79 | 22.61% |
Cody Gehman Stonebridge Financial Group, LLC | 2,511 | $242,211 | $242,562.6 | $351.6 | 0.15% |
Joshua Stipcich Tidemark, LLC | 680 | $53,050.03 | $65,688 | $12,637.97 | 23.82% |
Christy Clarin Portfolio Design Labs, LLC | 101,202 | $9.5M | $9.78M | $276,281.18 | 2.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17,804 | $1.51M | $1.72M | $208,899.82 | 13.83% |
Craig Silberg EVERPAR ADVISORS LLC | 5,616 | $530,563.53 | $542,505.6 | $11,942.07 | 2.25% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,963 | $309,247.08 | $382,825.8 | $73,578.72 | 23.79% |
Matthew Stead Sachetta, LLC | 9,209 | $719,215.29 | $889,589.4 | $170,374.11 | 23.69% |
Nicole Davis Northwest Financial Advisors | 9,371 | $735,121.04 | $905,238.6 | $170,117.56 | 23.14% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 164 | $15,210 | $15,842.4 | $632.4 | 4.16% |
Chandler te Velde Maia Wealth LLC | 13,055 | $1.04M | $1.26M | $220,583.11 | 21.2% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 7,657 | $706,186.72 | $739,666.2 | $33,479.48 | 4.74% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 42,476 | $3.39M | $4.1M | $712,729.63 | 21.02% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 3,373 | $281,915.34 | $325,831.8 | $43,916.46 | 15.58% |