| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 66,936 | $10.43M | $14.56M | $4.13M | 39.6% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $2,205.74 | $2,609.16 | $403.42 | 18.29% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $1,171.5 | $1,304.58 | $133.08 | 11.36% |
Wynn Capital LLC Wynn Capital, LLC | 1,715 | $263,784.24 | $372,961.05 | $109,176.81 | 41.39% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 10 | $1,917.72 | $2,174.3 | $256.58 | 13.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,792 | $320,736.43 | $389,634.56 | $68,898.13 | 21.48% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,511 | $240,657.85 | $328,536.73 | $87,878.88 | 36.52% |
Matthew Stead Sachetta, LLC | 63 | $11,223.05 | $13,700.61 | $2,477.56 | 22.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 76 | $15,843 | $16,524.68 | $681.68 | 4.3% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,094 | $371,035.86 | $455,298.42 | $84,262.56 | 22.71% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,711 | $646,097.99 | $806,882.73 | $160,784.74 | 24.89% |
Kelly Richert Clayton Financial Group LLC | 9 | $1,758 | $1,956.87 | $198.87 | 11.31% |
Alan Gilmore Private Wealth Management Group, LLC | 7 | $1,114.89 | $1,522.01 | $407.12 | 36.52% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 27,007 | $4.46M | $5.87M | $1.41M | 31.68% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,071 | $206,218.06 | $232,867.53 | $26,649.47 | 12.92% |
Brian Distler Lakeridge Wealth Management LLC | 1,596 | $246,093.09 | $347,018.28 | $100,925.19 | 41.01% |
Stacy Creekmur Creekmur Asset Management LLC | 117 | $21,112.5 | $25,439.31 | $4,326.81 | 20.49% |
Ashley Meredith Abel Hall, LLC | 1,212 | $236,600 | $263,573.64 | $26,973.64 | 11.4% |
Douglas E. Morisoli Fairman Group, LLC | 27 | $5,271 | $5,870.61 | $599.61 | 11.38% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 18,497 | $3.33M | $4.02M | $691,385.81 | 20.76% |