| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,991 | $717,153.2 | $1.49M | $777,721.17 | 108.45% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 14,867 | $1.24M | $1.71M | $474,683.91 | 38.4% |
Mark Fonville Fonville Wealth Management LLC | 4,749 | $250,584.9 | $539,676.36 | $289,091.46 | 115.37% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,858 | $577,030.75 | $1.25M | $672,399.31 | 116.53% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,984 | $233,041 | $216,434.56 | -$16,606.44 | -7.13% |
| MG Melissa Glennie Capital Management Associates, Inc | 5,976 | $475,958.6 | $679,112.64 | $203,154.04 | 42.68% |
Anthony Blagrove Traveka Wealth, LLC | 4,016 | $264,856.1 | $462,121.12 | $197,265.02 | 74.48% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,765 | $190,071.77 | $427,854.6 | $237,782.83 | 125.1% |
Julie Beswick Advantage Trust Co | 350 | $17,468.63 | $40,274.5 | $22,805.87 | 130.55% |
Cody Gehman Stonebridge Financial Group, LLC | 65,406 | $3.93M | $7.53M | $3.59M | 91.32% |
Wayne Atkins VCI Wealth Management LLC | 29,521 | $2.41M | $3.24M | $829,124.14 | 34.39% |
Curtis Burkholder Bare Financial Services, Inc | 668 | $56,374.95 | $73,379.8 | $17,004.85 | 30.16% |
Kevin Stillman Evernest Financial Advisors, LLC | 18,124 | $1.16M | $2.09M | $927,970.09 | 80.17% |
Keisuke Ichihara Rakuten Securities, Inc. | 541 | $37,482.15 | $58,871.62 | $21,389.47 | 57.07% |
Sam Tedawes Quantessence Capital LLC | 3,860 | $299,497.46 | $423,789.4 | $124,291.94 | 41.5% |
Joshua Stipcich Tidemark, LLC | 1,025 | $53,652.5 | $111,709.62 | $58,057.12 | 108.21% |
Emily Priebe Priebe Wealth Holdings LLC | 5,600 | $351,175.4 | $609,336 | $258,160.6 | 73.51% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 37,299 | $1.94M | $4.24M | $2.3M | 118.97% |
Andrea Butler Sequent Planning LLC | 3,097 | $238,910.63 | $356,371.79 | $117,461.16 | 49.17% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 1,800 | $211,428 | $197,622 | -$13,806 | -6.53% |