| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 826 | $479,832 | $471,497.33 | -$8,334.67 | -1.74% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,007 | $719,375.44 | $2.29M | $1.57M | 217.95% |
Anthony Blagrove Traveka Wealth, LLC | 3,446 | $505,828.75 | $2.09M | $1.58M | 312.52% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 518 | $300,911.36 | $295,684.76 | -$5,226.6 | -1.74% |
Cody Gehman Stonebridge Financial Group, LLC | 937 | $215,521.99 | $534,858.35 | $319,336.36 | 148.17% |
Wayne Atkins VCI Wealth Management LLC | 360 | $77,097.59 | $202,392 | $125,294.41 | 162.51% |
Kent Keister Bear Mountain Capital, Inc. | 400 | $47,114 | $242,212.01 | $195,098.01 | 414.1% |
Curtis Burkholder Bare Financial Services, Inc | 418 | $79,619.1 | $235,012.14 | $155,393.04 | 195.17% |
Kevin Stillman Evernest Financial Advisors, LLC | 393 | $228,298 | $237,973.3 | $9,675.3 | 4.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,209 | $749,985.09 | $3.4M | $2.65M | 352.88% |
Joshua Stipcich Tidemark, LLC | 1,021 | $133,246.38 | $563,602.21 | $430,355.83 | 322.98% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,391 | $791,086.24 | $2.51M | $1.72M | 216.84% |
Andrea Butler Sequent Planning LLC | 984 | $571,615 | $561,686.89 | -$9,928.11 | -1.74% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,154 | $760,711.15 | $2.9M | $2.14M | 280.92% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 380 | $220,746 | $230,101.41 | $9,355.41 | 4.24% |
Wynn Capital LLC Wynn Capital, LLC | 485 | $281,742 | $272,681.55 | -$9,060.45 | -3.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 370 | $69,712.81 | $204,258.5 | $134,545.69 | 193% |
Dustin Schick Evergreen Private Wealth LLC | 917 | $141,138.19 | $506,349.06 | $365,210.87 | 258.76% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 438 | $254,439 | $238,710 | -$15,729 | -6.18% |
RENEE BRUNNER Elite Life Management LLC | 958 | $211,495.06 | $523,939.78 | $312,444.72 | 147.73% |