| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 2,852 | $2.46M | $2.7M | $241,972.85 | 9.83% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,830 | $1.6M | $1.73M | $135,284.44 | 8.46% |
Darin Sadow Freestone Grove Partners LP | 58,314 | $57.69M | $55.38M | -$2.31M | -4% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 645 | $599,945.78 | $611,466.45 | $11,520.67 | 1.92% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,312 | $3.68M | $5.04M | $1.36M | 36.89% |
Brad Sayre Shared Vision Wealth Group LLC | 1,079 | $881,543.88 | $1.02M | $141,358.91 | 16.04% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 317 | $222,019.69 | $300,519.17 | $78,499.48 | 35.36% |
Dane Grouell Turning Point Benefit Group, Inc. | 616 | $561,301.8 | $583,974.16 | $22,672.36 | 4.04% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 503 | $394,534.27 | $476,849.03 | $82,314.76 | 20.86% |
Mark Fonville Fonville Wealth Management LLC | 599 | $456,928.07 | $569,499.25 | $112,571.18 | 24.64% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,639 | $1.18M | $1.56M | $373,543.46 | 31.58% |
| MG Melissa Glennie Capital Management Associates, Inc | 400 | $377,864.97 | $379,882 | $2,017.03 | 0.53% |
Anthony Blagrove Traveka Wealth, LLC | 1,762 | $1.46M | $1.67M | $209,455.27 | 14.31% |
Cody Gehman Stonebridge Financial Group, LLC | 745 | $701,298.69 | $707,530.22 | $6,231.53 | 0.89% |
Kent Keister Bear Mountain Capital, Inc. | 960 | $796,611.16 | $911,716.8 | $115,105.64 | 14.45% |
Curtis Burkholder Bare Financial Services, Inc | 10 | $9,681.5 | $9,502.2 | -$179.3 | -1.85% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 691 | $547,370.34 | $656,246.15 | $108,875.81 | 19.89% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,186 | $764,410.97 | $1.13M | $361,939.16 | 47.35% |
Keisuke Ichihara Rakuten Securities, Inc. | 110 | $101,407.46 | $104,524.2 | $3,116.74 | 3.07% |
Sam Tedawes Quantessence Capital LLC | 940 | $879,342 | $892,722.7 | $13,380.7 | 1.52% |