| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,090 | $3.52M | $4.81M | $1.29M | 36.65% |
Taylor Wagner Valued Wealth Advisors LLC | 79 | $24,406.9 | $34,166.71 | $9,759.81 | 39.99% |
Steven JE Manders BKM Wealth Management, LLC | 5,715 | $1.65M | $2.49M | $844,174.55 | 51.19% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 683 | $240,327.24 | $301,182.51 | $60,855.27 | 25.32% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,266 | $371,417.1 | $551,456.94 | $180,039.84 | 48.47% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,788 | $533,333.92 | $782,768.52 | $249,434.6 | 46.77% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 848 | $281,916.47 | $368,990.24 | $87,073.77 | 30.89% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,159 | $390,144.84 | $506,187.45 | $116,042.61 | 29.74% |
Anthony Blagrove Traveka Wealth, LLC | 926 | $309,708.04 | $405,564.85 | $95,856.81 | 30.95% |
Julie Beswick Advantage Trust Co | 6 | $1,869.27 | $2,627.85 | $758.58 | 40.58% |
Cody Gehman Stonebridge Financial Group, LLC | 15,821 | $4.36M | $6.89M | $2.52M | 57.82% |
Kent Keister Bear Mountain Capital, Inc. | 18 | $5,349.07 | $7,859.16 | $2,510.09 | 46.93% |
Curtis Burkholder Bare Financial Services, Inc | 96 | $31,291.23 | $41,666.88 | $10,375.65 | 33.16% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,684 | $934,804.7 | $1.61M | $677,682.1 | 72.49% |
Keisuke Ichihara Rakuten Securities, Inc. | 40 | $13,735.48 | $17,299.6 | $3,564.12 | 25.95% |
Joshua Stipcich Tidemark, LLC | 58 | $17,750.05 | $25,486.07 | $7,736.02 | 43.58% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 832 | $271,053.35 | $361,753.6 | $90,700.25 | 33.46% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,118 | $326,398.06 | $490,041.76 | $163,643.7 | 50.14% |
Wynn Capital LLC Wynn Capital, LLC | 6,323 | $1.83M | $2.74M | $912,396.84 | 49.8% |
Rob Dainard Hara Capital LLC | 2,507 | $734,704.8 | $1.09M | $356,316.53 | 48.5% |