| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,464 | $272,531.21 | $317,122.56 | $44,591.35 | 16.36% |
Taylor Wagner Valued Wealth Advisors LLC | 40 | $2,455.04 | $2,841.6 | $386.56 | 15.75% |
Mark Fonville Fonville Wealth Management LLC | 3,906 | $241,469 | $277,482.24 | $36,013.24 | 14.91% |
Curtis Burkholder Bare Financial Services, Inc | 423 | $21,460.19 | $30,049.92 | $8,589.73 | 40.03% |
Keisuke Ichihara Rakuten Securities, Inc. | 198 | $11,548.16 | $14,065.92 | $2,517.76 | 21.8% |
Joshua Stipcich Tidemark, LLC | 40 | $2,055.78 | $2,841.6 | $785.82 | 38.22% |
Andrea Butler Sequent Planning LLC | 5,642 | $319,203.59 | $400,807.69 | $81,604.1 | 25.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 287 | $17,419.12 | $20,388.48 | $2,969.36 | 17.05% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 7,529 | $354,457.87 | $534,860.17 | $180,402.3 | 50.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,635 | $661,620.95 | $826,550.41 | $164,929.46 | 24.93% |
Craig Silberg EVERPAR ADVISORS LLC | 3,320 | $226,723 | $235,852.8 | $9,129.8 | 4.03% |
Carol Smith Access Investment Management LLC | 425 | $24,021 | $30,192 | $6,171 | 25.69% |
Matthew Stead Sachetta, LLC | 432 | $21,080.75 | $30,689.28 | $9,608.53 | 45.58% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 777 | $48,034 | $55,198.08 | $7,164.08 | 14.91% |
Amy Taylor Pingora Partners LLC | 235 | $11,531 | $16,694.4 | $5,163.4 | 44.78% |
Kelly Richert Clayton Financial Group LLC | 141 | $8,262 | $10,016.64 | $1,754.64 | 21.24% |
Christopher Griffith Stablepoint Partners, LLC | 95,706 | $4.9M | $6.8M | $1.89M | 38.63% |
Alan Gilmore Private Wealth Management Group, LLC | 1,252 | $60,046.98 | $88,942.08 | $28,895.1 | 48.12% |
David Novak Novak & Powell Financial Services, Inc. | 4,312 | $213,703.09 | $306,324.48 | $92,621.39 | 43.34% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 360,230 | $17.35M | $25.59M | $8.24M | 47.5% |