| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 6,921 | $408,347.84 | $1.05M | $638,107.36 | 156.27% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 14,406 | $1.82M | $2.18M | $357,975.2 | 19.67% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 14,783 | $1.05M | $2.24M | $1.19M | 112.93% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 905 | $60,718.93 | $136,836 | $76,117.07 | 125.36% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,582 | $213,791.48 | $239,198.4 | $25,406.92 | 11.88% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 112,002 | $7.07M | $16.93M | $9.86M | 139.43% |
Taylor Wagner Valued Wealth Advisors LLC | 234 | $18,715.15 | $35,380.8 | $16,665.65 | 89.05% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,876 | $228,582.98 | $434,851.2 | $206,268.22 | 90.24% |
Dane Grouell Turning Point Benefit Group, Inc. | 4,089 | $514,230.71 | $618,256.8 | $104,026.09 | 20.23% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,338 | $228,482.46 | $504,705.6 | $276,223.14 | 120.89% |
Anthony Blagrove Traveka Wealth, LLC | 3,328 | $225,483.39 | $503,193.6 | $277,710.21 | 123.16% |
Curtis Burkholder Bare Financial Services, Inc | 140 | $14,340.69 | $21,168 | $6,827.31 | 47.61% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,407 | $302,433.47 | $363,938.4 | $61,504.93 | 20.34% |
Joshua Stipcich Tidemark, LLC | 74 | $8,423.83 | $11,188.8 | $2,764.97 | 32.82% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,090 | $465,032.63 | $1.07M | $606,975.37 | 130.52% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 61 | $7,707 | $9,223.2 | $1,516.2 | 19.67% |
RENEE BRUNNER Elite Life Management LLC | 1,739 | $219,009.62 | $262,936.8 | $43,927.18 | 20.06% |
Christy Clarin Portfolio Design Labs, LLC | 16,126 | $2.01M | $2.44M | $426,165.23 | 21.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,373 | $1.84M | $3.23M | $1.39M | 75.92% |
Craig Silberg EVERPAR ADVISORS LLC | 4,564 | $371,749.58 | $690,076.8 | $318,327.22 | 85.63% |