| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 7,520 | $951,765.86 | $1.2M | $244,290.14 | 25.67% |
Benj Foor Frazier Financial Advisors, LLC | 155 | $21,448 | $24,606.25 | $3,158.25 | 14.73% |
Derek Ripp Austin Wealth Management, LLC | 12,457 | $1.15M | $1.98M | $826,895.66 | 71.86% |
Amir Har-El Savvy Advisors, Inc. | 4,246 | $666,477 | $674,413.41 | $7,936.41 | 1.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 111 | $11,353.35 | $17,599.05 | $6,245.7 | 55.01% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,290 | $454,039.39 | $681,037.5 | $226,998.11 | 50% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 7,626 | $781,928.7 | $1.23M | $443,493.24 | 56.72% |
Anthony Blagrove Traveka Wealth, LLC | 2,096 | $213,310 | $336,806.24 | $123,496.24 | 57.9% |
Cody Gehman Stonebridge Financial Group, LLC | 2,481 | $302,525.39 | $398,671.89 | $96,146.5 | 31.78% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,948 | $269,292 | $313,024.12 | $43,732.12 | 16.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,630 | $400,865.27 | $417,446.75 | $16,581.48 | 4.14% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 8,850 | $910,603.8 | $1.41M | $497,254.2 | 54.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 488 | $67,187.84 | $77,470 | $10,282.16 | 15.3% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 731 | $101,744.08 | $116,397.13 | $14,653.05 | 14.4% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,678 | $263,367.95 | $266,382.5 | $3,014.55 | 1.14% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 75 | $7,633 | $11,906.25 | $4,273.25 | 55.98% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,248 | $1.14M | $1.31M | $169,166.23 | 14.84% |
Michael Herman Apollon Financial, LLC | 1,376 | $194,592.36 | $221,109.44 | $26,517.08 | 13.63% |
Amber Baker NDVR, Inc. | 1,645 | $232,751 | $261,143.75 | $28,392.75 | 12.2% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 6,790 | $782,207.68 | $1.08M | $296,315.92 | 37.88% |