| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea Butler Sequent Planning LLC | 1,685 | $735,070.25 | $892,392.83 | $157,322.58 | 21.4% |
Jaran Day OPINICUS CAPITAL, INC. | 1,165 | $510,875.14 | $615,714.15 | $104,839.01 | 20.52% |
Luke Bunch OxenFree Capital LLC | 717 | $329,490.62 | $379,038.46 | $49,547.84 | 15.04% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 10,923 | $3.94M | $5.77M | $1.84M | 46.68% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 456 | $218,748.29 | $239,824.08 | $21,075.79 | 9.63% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,300 | $2.62M | $3.88M | $1.26M | 48.19% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 3,692 | $1.36M | $1.95M | $591,231.29 | 43.46% |
Wynn Capital LLC Wynn Capital, LLC | 7,762 | $2.81M | $4.08M | $1.27M | 45.1% |
Rob Dainard Hara Capital LLC | 942 | $433,709.65 | $498,091.92 | $64,382.27 | 14.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 687 | $334,114.3 | $363,155.06 | $29,040.76 | 8.69% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,878 | $901,957.69 | $999,358.92 | $97,401.23 | 10.8% |
Dustin Schick Evergreen Private Wealth LLC | 17,170 | $6.39M | $9.07M | $2.68M | 41.94% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 406 | $203,158 | $214,305.06 | $11,147.06 | 5.49% |
RENEE BRUNNER Elite Life Management LLC | 664 | $315,953.62 | $351,013.65 | $35,060.03 | 11.1% |
Christy Clarin Portfolio Design Labs, LLC | 1,403 | $705,309.28 | $743,077.9 | $37,768.62 | 5.35% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,775 | $684,922.2 | $937,200 | $252,277.8 | 36.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34,715 | $16.67M | $18.29M | $1.62M | 9.72% |
Craig Silberg EVERPAR ADVISORS LLC | 4,151 | $1.97M | $2.19M | $222,471.32 | 11.28% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 1,371 | $621,446.8 | $726,054.18 | $104,607.38 | 16.83% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,535 | $1.27M | $1.88M | $604,860.94 | 47.54% |