| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Grouell Turning Point Benefit Group, Inc. | 419 | $143,210.01 | $212,713.73 | $69,503.72 | 48.53% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 452 | $326,796 | $229,466.84 | -$97,329.16 | -29.78% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,288 | $314,351.65 | $653,878.97 | $339,527.32 | 108.01% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,242 | $277,323.21 | $630,526.15 | $353,202.94 | 127.36% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,369 | $449,129.74 | $1.2M | $753,540.51 | 167.78% |
Anthony Blagrove Traveka Wealth, LLC | 1,436 | $279,839.32 | $729,014.13 | $449,174.81 | 160.51% |
Cody Gehman Stonebridge Financial Group, LLC | 1,003 | $350,821 | $509,193.02 | $158,372.02 | 45.14% |
Wayne Atkins VCI Wealth Management LLC | 490 | $354,270 | $270,504.5 | -$83,765.5 | -23.64% |
Curtis Burkholder Bare Financial Services, Inc | 349 | $101,334.69 | $177,176.83 | $75,842.14 | 74.84% |
Keisuke Ichihara Rakuten Securities, Inc. | 781 | $164,596.04 | $396,490.28 | $231,894.24 | 140.89% |
Sam Tedawes Quantessence Capital LLC | 1,567 | $535,585 | $795,518.91 | $259,933.91 | 48.53% |
Joshua Stipcich Tidemark, LLC | 1,110 | $260,399.49 | $598,622.99 | $338,223.5 | 129.89% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 875 | $349,387 | $444,211.26 | $94,824.26 | 27.14% |
Jaran Day OPINICUS CAPITAL, INC. | 5,086 | $868,931.91 | $2.58M | $1.71M | 197.15% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 424 | $306,552 | $215,252.08 | -$91,299.92 | -29.78% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 950 | $194,581.01 | $482,286.51 | $287,705.5 | 147.86% |
Wynn Capital LLC Wynn Capital, LLC | 8,000 | $1.33M | $4.06M | $2.73M | 205.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 44 | $15,121.27 | $22,337.48 | $7,216.21 | 47.72% |
Dustin Schick Evergreen Private Wealth LLC | 34,994 | $5.8M | $17.77M | $11.96M | 206.22% |
Christy Clarin Portfolio Design Labs, LLC | 6,247 | $1.3M | $3.17M | $1.87M | 143.54% |