| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sam Tedawes Quantessence Capital LLC | 3,410 | $986,718 | $1.17M | $187,447.3 | 19% |
Joshua Stipcich Tidemark, LLC | 17,803 | $3.59M | $6.12M | $2.53M | 70.49% |
Emily Priebe Priebe Wealth Holdings LLC | 3,230 | $693,408.71 | $1.11M | $416,936.09 | 60.13% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 101,357 | $20.49M | $34.9M | $14.41M | 70.34% |
Andrea Butler Sequent Planning LLC | 10,634 | $2.09M | $3.67M | $1.58M | 75.87% |
Jaran Day OPINICUS CAPITAL, INC. | 42,174 | $8.14M | $14.46M | $6.31M | 77.57% |
Luke Bunch OxenFree Capital LLC | 1,608 | $331,506.18 | $553,755 | $222,248.82 | 67.04% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 64,348 | $12.58M | $22.05M | $9.47M | 75.29% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 37,730 | $7.59M | $12.99M | $5.4M | 71.24% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,843 | $1.73M | $3.02M | $1.29M | 74.33% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 109,006 | $21.26M | $37.7M | $16.44M | 77.35% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 1,439 | $295,653.94 | $495,623.55 | $199,969.61 | 67.64% |
Wynn Capital LLC Wynn Capital, LLC | 31,064 | $6.07M | $10.62M | $4.55M | 75.03% |
David Ragan Grunden Financial Advisory, Inc. | 3,194 | $680,843.22 | $1.09M | $413,804.46 | 60.78% |
Rob Dainard Hara Capital LLC | 4,360 | $839,430.76 | $1.5M | $664,987.24 | 79.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 5,990 | $1.41M | $2.06M | $642,468.35 | 45.44% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 12,284 | $2.66M | $4.22M | $1.56M | 58.57% |
Dustin Schick Evergreen Private Wealth LLC | 24,424 | $4.75M | $8.36M | $3.61M | 76.02% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,709 | $446,946.92 | $588,101.08 | $141,154.16 | 31.58% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 59,796 | $14.93M | $20.45M | $5.51M | 36.92% |