| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 17,161 | $3.4M | $5.62M | $2.22M | 65.36% |
Emily Priebe Priebe Wealth Holdings LLC | 3,230 | $693,408.71 | $1.06M | $367,565.54 | 53.01% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 99,288 | $19.89M | $32.43M | $12.54M | 63.04% |
Andrea Butler Sequent Planning LLC | 10,316 | $1.99M | $3.35M | $1.36M | 68.18% |
Jaran Day OPINICUS CAPITAL, INC. | 42,429 | $8.19M | $13.94M | $5.75M | 70.18% |
Luke Bunch OxenFree Capital LLC | 1,615 | $332,853.9 | $524,584.3 | $191,730.4 | 57.6% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 62,348 | $12M | $20.48M | $8.48M | 70.63% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 37,729 | $7.59M | $12.39M | $4.81M | 63.36% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,843 | $1.73M | $2.87M | $1.14M | 65.67% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 111,533 | $21.74M | $36.17M | $14.42M | 66.34% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 1,729 | $351,493.19 | $568,650.81 | $217,157.62 | 61.78% |
Wynn Capital LLC Wynn Capital, LLC | 31,184 | $6.09M | $10.26M | $4.16M | 68.33% |
David Ragan Grunden Financial Advisory, Inc. | 3,194 | $680,843.22 | $1.05M | $369,631.44 | 54.29% |
Rob Dainard Hara Capital LLC | 4,360 | $839,430.76 | $1.43M | $594,529.64 | 70.83% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 5,782 | $1.35M | $1.89M | $541,220.54 | 39.98% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 12,446 | $2.63M | $4.09M | $1.46M | 55.68% |
Dustin Schick Evergreen Private Wealth LLC | 24,149 | $4.67M | $7.94M | $3.27M | 70.05% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,278 | $322,232.82 | $420,321.42 | $98,088.6 | 30.44% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 25,166 | $4.91M | $8.28M | $3.36M | 68.46% |
RENEE BRUNNER Elite Life Management LLC | 8,139 | $1.74M | $2.68M | $936,519.5 | 53.81% |