| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greg Reidy Granite FO LLC | 108 | $6,101 | $8,737.2 | $2,636.2 | 43.21% |
John Gallagher Gallagher Capital Advisors, LLC | 5,011 | $414,021.53 | $415,662.45 | $1,640.92 | 0.4% |
Laurel Steward Mattson Financial Services, LLC | 12,242 | $1.02M | $1.03M | $7,032.61 | 0.69% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,533 | $327,897.5 | $380,364.03 | $52,466.53 | 16% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 832 | $59,031.2 | $69,422.08 | $10,390.88 | 17.6% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 3,881 | $230,628.75 | $326,256.26 | $95,627.51 | 41.46% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 5,068 | $350,566.83 | $428,119.3 | $77,552.47 | 22.12% |
Jesper Bonnivier Avanza Fonder AB | 9,961 | $928,365 | $829,103.83 | -$99,261.17 | -10.69% |
| EM Eric Myers Carrera Capital Advisors | 4,569 | $302,108.21 | $385,212.39 | $83,104.18 | 27.51% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,423 | $293,008.1 | $288,233.71 | -$4,774.39 | -1.63% |
Gregory A. Brown Brown Financial Advisors | 5,283 | $442,465.82 | $445,356.9 | $2,891.08 | 0.65% |
Teresa Coleman Creekside Partners | 9,537 | $566,402 | $805,208.91 | $238,806.91 | 42.16% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,056 | $224,480.87 | $254,289.76 | $29,808.89 | 13.28% |
Tuomas Suomela S-Bank Fund Management Ltd | 200,000 | $15.2M | $16.77M | $1.56M | 10.29% |
Taryn Anderson YANKCOM Partnership | 103 | $9,600 | $8,523.25 | -$1,076.75 | -11.22% |
David Levy Diversified Enterprises LLC | 9,593 | $638,491.62 | $799,192.83 | $160,701.21 | 25.17% |
Pines Wealth Management LLC Pines Wealth Management LLC | 8,650 | $645,455.44 | $729,151.75 | $83,696.31 | 12.97% |
Caleb Pearson Compass Financial Services Inc. | 3,442 | $261,634.07 | $283,001.24 | $21,367.17 | 8.17% |
Matthew Riley Hickory Point Bank & Trust | 2,700 | $189,647.93 | $224,734.5 | $35,086.57 | 18.5% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 23,123 | $1.84M | $1.96M | $112,518.68 | 6.11% |