| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,353 | $308,954.88 | $328,337.6 | $19,382.72 | 6.27% |
Taylor Wagner Valued Wealth Advisors LLC | 510 | $51,756.13 | $71,165.39 | $19,409.26 | 37.5% |
Steven JE Manders BKM Wealth Management, LLC | 14,367 | $1.52M | $2M | $484,991.23 | 31.91% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,464 | $934,842.82 | $1.32M | $385,763.65 | 41.27% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,027 | $250,448.22 | $282,847.56 | $32,399.34 | 12.94% |
| MG Melissa Glennie Capital Management Associates, Inc | 11,296 | $1.46M | $1.58M | $111,396.61 | 7.6% |
Anthony Blagrove Traveka Wealth, LLC | 6,983 | $819,564.93 | $974,407.75 | $154,842.82 | 18.89% |
Julie Beswick Advantage Trust Co | 75 | $7,300 | $10,465.5 | $3,165.5 | 43.36% |
Cody Gehman Stonebridge Financial Group, LLC | 41,623 | $5.2M | $5.81M | $610,353.53 | 11.74% |
Curtis Burkholder Bare Financial Services, Inc | 65 | $8,482.63 | $8,877.7 | $395.07 | 4.66% |
Joshua Stipcich Tidemark, LLC | 6 | $786 | $837.24 | $51.24 | 6.52% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,510 | $1.13M | $1.44M | $307,980.66 | 27.32% |
Jaran Day OPINICUS CAPITAL, INC. | 3,970 | $441,310.33 | $553,973.76 | $112,663.43 | 25.53% |
Wynn Capital LLC Wynn Capital, LLC | 4,357 | $424,404.08 | $607,975.74 | $183,571.66 | 43.25% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 50 | $6,636 | $6,977 | $341 | 5.14% |
Christy Clarin Portfolio Design Labs, LLC | 1,729 | $226,534 | $241,264.64 | $14,730.64 | 6.5% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 7,071 | $688,220.43 | $986,687.27 | $298,466.84 | 43.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,244 | $2.22M | $2.63M | $407,176.08 | 18.33% |
Craig Silberg EVERPAR ADVISORS LLC | 1,464 | $209,572 | $204,286.55 | -$5,285.45 | -2.52% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,426 | $540,468.72 | $757,143.99 | $216,675.27 | 40.09% |