| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 110 | $15,932.41 | $21,651.3 | $5,718.89 | 35.89% |
Cody Gehman Stonebridge Financial Group, LLC | 6,200 | $929,037.72 | $1.22M | $291,308.28 | 31.36% |
Wayne Atkins VCI Wealth Management LLC | 14,132 | $2.23M | $2.69M | $462,034.1 | 20.73% |
Kent Keister Bear Mountain Capital, Inc. | 148 | $21,266.24 | $29,130.84 | $7,864.6 | 36.98% |
Curtis Burkholder Bare Financial Services, Inc | 335 | $55,676.94 | $65,938.05 | $10,261.11 | 18.43% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,364 | $199,202.23 | $281,174.96 | $81,972.73 | 41.15% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,299 | $268,701.49 | $255,682.17 | -$13,019.32 | -4.85% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,904 | $694,450.07 | $924,404 | $229,953.93 | 33.11% |
Keisuke Ichihara Rakuten Securities, Inc. | 422 | $87,311.83 | $82,965.2 | -$4,346.63 | -4.98% |
Sam Tedawes Quantessence Capital LLC | 4,066 | $755,544.16 | $813,200 | $57,655.84 | 7.63% |
Joshua Stipcich Tidemark, LLC | 6,714 | $987,349.56 | $1.25M | $265,147.14 | 26.85% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 18,644 | $2.8M | $3.67M | $865,643.62 | 30.87% |
Andrea Butler Sequent Planning LLC | 2,462 | $387,628.42 | $492,400 | $104,771.58 | 27.03% |
Jaran Day OPINICUS CAPITAL, INC. | 6,760 | $1.03M | $1.33M | $298,359.33 | 28.9% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,934 | $317,053.48 | $360,787.7 | $43,734.22 | 13.79% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 10,405 | $1.56M | $2.05M | $485,318.82 | 31.06% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 24,803 | $3.74M | $4.88M | $1.15M | 30.65% |
Rob Dainard Hara Capital LLC | 2,966 | $445,935.92 | $583,293.56 | $137,357.64 | 30.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 548 | $90,928.54 | $107,862.84 | $16,934.3 | 18.62% |
RENEE BRUNNER Elite Life Management LLC | 1,483 | $228,897.8 | $279,545.5 | $50,647.7 | 22.13% |