| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 79 | $24,406.9 | $30,427.64 | $6,020.74 | 24.67% |
Steven JE Manders BKM Wealth Management, LLC | 5,715 | $1.65M | $2.2M | $552,138.05 | 33.48% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 683 | $240,327.24 | $263,064.28 | $22,737.04 | 9.46% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,266 | $371,417.1 | $528,175.2 | $156,758.1 | 42.21% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,788 | $533,333.92 | $688,666.08 | $155,332.16 | 29.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 848 | $281,916.47 | $352,098.07 | $70,181.6 | 24.89% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,159 | $390,144.84 | $446,400.44 | $56,255.6 | 14.42% |
Anthony Blagrove Traveka Wealth, LLC | 926 | $309,708.04 | $356,658.16 | $46,950.12 | 15.16% |
Julie Beswick Advantage Trust Co | 6 | $1,869.27 | $2,310.96 | $441.69 | 23.63% |
Cody Gehman Stonebridge Financial Group, LLC | 15,561 | $4.25M | $5.99M | $1.74M | 40.89% |
Kent Keister Bear Mountain Capital, Inc. | 18 | $5,349.07 | $6,932.88 | $1,583.81 | 29.61% |
Curtis Burkholder Bare Financial Services, Inc | 96 | $31,291.23 | $36,975.36 | $5,684.13 | 18.17% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,684 | $934,804.7 | $1.44M | $502,028.94 | 53.7% |
Keisuke Ichihara Rakuten Securities, Inc. | 40 | $13,735.48 | $16,647.2 | $2,911.72 | 21.2% |
Joshua Stipcich Tidemark, LLC | 58 | $17,750.05 | $23,836.84 | $6,086.79 | 34.29% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 832 | $271,053.35 | $320,453.12 | $49,399.77 | 18.23% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,118 | $326,398.06 | $430,608.88 | $104,210.82 | 31.93% |
Wynn Capital LLC Wynn Capital, LLC | 6,348 | $1.84M | $2.44M | $605,820.32 | 32.94% |
Rob Dainard Hara Capital LLC | 2,507 | $734,704.8 | $1.05M | $311,215.6 | 42.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30 | $9,942.02 | $11,554.8 | $1,612.78 | 16.22% |