| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,878 | $859,323.06 | $918,813.73 | $59,490.67 | 6.92% |
Kevin Stillman Evernest Financial Advisors, LLC | 64,461 | $31.94M | $31.54M | -$398,464.18 | -1.25% |
Keisuke Ichihara Rakuten Securities, Inc. | 320 | $165,936.12 | $157,257.6 | -$8,678.52 | -5.23% |
Joshua Stipcich Tidemark, LLC | 2,420 | $998,654.1 | $1.19M | $190,606.5 | 19.09% |
Emily Priebe Priebe Wealth Holdings LLC | 11,048 | $4.05M | $5.41M | $1.36M | 33.59% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,066 | $3.48M | $4.46M | $980,237.59 | 28.21% |
Andrea Butler Sequent Planning LLC | 1,777 | $773,758.08 | $873,608.74 | $99,850.66 | 12.9% |
Jaran Day OPINICUS CAPITAL, INC. | 1,178 | $516,341.9 | $576,337.9 | $59,996 | 11.62% |
Luke Bunch OxenFree Capital LLC | 713 | $327,467.19 | $348,086.6 | $20,619.41 | 6.3% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 10,980 | $3.96M | $5.37M | $1.42M | 35.81% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 456 | $218,748.29 | $222,500.64 | $3,752.35 | 1.72% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,316 | $2.63M | $3.58M | $952,463.49 | 36.28% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 3,692 | $1.36M | $1.81M | $446,781.34 | 32.85% |
Wynn Capital LLC Wynn Capital, LLC | 7,759 | $2.81M | $3.8M | $985,787.56 | 35.06% |
Rob Dainard Hara Capital LLC | 942 | $433,709.65 | $461,061.8 | $27,352.15 | 6.31% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 816 | $396,778.6 | $401,006.88 | $4,228.28 | 1.07% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,853 | $889,469.55 | $906,950.65 | $17,481.1 | 1.97% |
Dustin Schick Evergreen Private Wealth LLC | 16,964 | $6.28M | $8.3M | $2.02M | 32.13% |
RENEE BRUNNER Elite Life Management LLC | 637 | $301,944.69 | $311,779.58 | $9,834.89 | 3.26% |
Christy Clarin Portfolio Design Labs, LLC | 9,673 | $4.86M | $4.75M | -$112,850.19 | -2.32% |