| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PCM Passive Capital Management LLC Passive Capital Management LLC | 6,724 | $357,058.96 | $556,679.96 | $199,621 | 55.91% |
Belena Vincetti Fortis Capital Advisors LLC | 3,314 | $237,713 | $265,517.68 | $27,804.68 | 11.7% |
Kevin Gray Lodestar Private Asset Management LLC | 14,719 | $896,245.6 | $1.18M | $283,040.68 | 31.58% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,822 | $274,717.88 | $314,932.8 | $40,214.92 | 14.64% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,577 | $212,190 | $206,469.24 | -$5,720.76 | -2.7% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 3,220 | $193,056.15 | $269,224.2 | $76,168.05 | 39.45% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,040 | $211,183.94 | $250,496 | $39,312.06 | 18.62% |
Pavin White 25 LLC | 4,077 | $267,092.85 | $326,649.24 | $59,556.39 | 22.3% |
Matthew T. Miler MilWealth Group LLC | 6,483 | $358,201.47 | $519,417.96 | $161,216.49 | 45.01% |
| AW Ariel Weisbard Values Added Financial LLC | 11,790 | $655,287.75 | $944,614.8 | $289,327.05 | 44.15% |
Jacqueline Washburn Vawter Financial Ltd. | 2,789 | $200,055 | $223,454.68 | $23,399.68 | 11.7% |
Jacob Going Alpine Bank Wealth Management | 1,262 | $103,913 | $104,480.98 | $567.98 | 0.55% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 3,224 | $265,464 | $258,306.88 | -$7,157.12 | -2.7% |
Courtney Holt Compound Planning, Inc. | 8,947 | $524,655.04 | $716,833.64 | $192,178.6 | 36.63% |
Katherine Stoner Empower Advisory Group, LLC | 10,750 | $702,602.04 | $896,120 | $193,517.96 | 27.54% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,324 | $273,718 | $277,088.64 | $3,370.64 | 1.23% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,405 | $236,871.24 | $352,928.6 | $116,057.36 | 49% |
| MRC Martin R. Curiel MYECFO, LLC | 6,330 | $427,268.14 | $524,060.7 | $96,792.56 | 22.65% |
Andrew Parsons Corrigan Financial, Inc. | 16,239 | $940,329.18 | $1.3M | $360,739.5 | 38.36% |
Peter Sigismondi Ramirez Asset Management, Inc. | 13,278 | $871,940.54 | $1.11M | $234,913.54 | 26.94% |