| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Degree Advisors Inc. One Degree Advisors Inc | 1,438 | $184,384.12 | $307,976.46 | $123,592.34 | 67.03% |
Jonathon Gold Gold Investment Management Ltd. | 2,470 | $222,719.79 | $529,148.1 | $306,428.31 | 137.58% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 658 | $130,097 | $140,963.34 | $10,866.34 | 8.35% |
PETER KRUSSEL Southland Equity Partners LLC | 3,947 | $324,438.15 | $845,565.81 | $521,127.66 | 160.62% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,040 | $698,444 | $865,246.8 | $166,802.8 | 23.88% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,083 | $192,864.25 | $231,946.11 | $39,081.86 | 20.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,629 | $253,335.07 | $348,980.67 | $95,645.6 | 37.75% |
Cody Gehman Stonebridge Financial Group, LLC | 3,497 | $442,826.54 | $748,952.49 | $306,125.95 | 69.13% |
Curtis Burkholder Bare Financial Services, Inc | 74 | $12,856.69 | $15,848.58 | $2,991.89 | 23.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 254 | $50,218 | $54,414.42 | $4,196.42 | 8.36% |
RENEE BRUNNER Elite Life Management LLC | 1,161 | $215,892.51 | $248,721.03 | $32,828.52 | 15.21% |
Christy Clarin Portfolio Design Labs, LLC | 20,501 | $3.19M | $4.39M | $1.2M | 37.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,160 | $1.12M | $1.75M | $631,257.77 | 56.52% |
Craig Silberg EVERPAR ADVISORS LLC | 2,216 | $417,325.79 | $474,600.72 | $57,274.93 | 13.72% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,920 | $342,111.17 | $411,206.4 | $69,095.23 | 20.2% |
Matthew Stead Sachetta, LLC | 133 | $22,305.7 | $28,484.61 | $6,178.91 | 27.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 313 | $61,884 | $67,053.99 | $5,169.99 | 8.35% |
Neil Greenspan Fielder Capital Group LLC | 1,018 | $201,253 | $218,086.14 | $16,833.14 | 8.36% |
Chandler te Velde Maia Wealth LLC | 2,732 | $501,361.81 | $585,112.44 | $83,750.63 | 16.7% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 176 | $17,704.8 | $37,693.92 | $19,989.12 | 112.9% |