| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 939 | $157,600.73 | $268,629.11 | $111,028.38 | 70.45% |
Cody Gehman Stonebridge Financial Group, LLC | 2,231 | $432,978.27 | $635,355.33 | $202,377.06 | 46.74% |
Wayne Atkins VCI Wealth Management LLC | 9,136 | $2.3M | $2.61M | $308,065.96 | 13.4% |
Kent Keister Bear Mountain Capital, Inc. | 114 | $21,658.62 | $32,545.86 | $10,887.24 | 50.27% |
Curtis Burkholder Bare Financial Services, Inc | 30 | $6,946.17 | $8,501.4 | $1,555.23 | 22.39% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,010 | $1.12M | $1.72M | $598,585.47 | 53.55% |
Keisuke Ichihara Rakuten Securities, Inc. | 233 | $53,614 | $66,499.36 | $12,885.36 | 24.03% |
Joshua Stipcich Tidemark, LLC | 330 | $53,837.16 | $95,139 | $41,301.84 | 76.72% |
Emily Priebe Priebe Wealth Holdings LLC | 2,923 | $484,367.29 | $843,314.73 | $358,947.44 | 74.11% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 12,770 | $2.13M | $3.64M | $1.51M | 70.93% |
Andrea Butler Sequent Planning LLC | 1,325 | $275,073.66 | $376,684.25 | $101,610.59 | 36.94% |
Jaran Day OPINICUS CAPITAL, INC. | 10,651 | $1.77M | $3.04M | $1.27M | 71.86% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,189 | $595,753.31 | $911,926.44 | $316,173.13 | 53.07% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,242 | $196,681.32 | $351,902.07 | $155,220.75 | 78.92% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,525 | $244,693.08 | $436,866.75 | $192,173.67 | 78.54% |
Wynn Capital LLC Wynn Capital, LLC | 9,383 | $1.53M | $2.66M | $1.13M | 73.83% |
Rob Dainard Hara Capital LLC | 3,048 | $472,348.14 | $869,914.44 | $397,566.3 | 84.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 735 | $164,784.59 | $211,804.95 | $47,020.36 | 28.53% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,231 | $279,709.5 | $354,478.76 | $74,769.26 | 26.73% |
Dustin Schick Evergreen Private Wealth LLC | 1,055 | $172,732.12 | $299,873.2 | $127,141.08 | 73.61% |