| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,352 | $2.28M | $2.49M | $206,054.36 | 9.02% |
Taylor Wagner Valued Wealth Advisors LLC | 508 | $51,562.99 | $82,016.6 | $30,453.61 | 59.06% |
Steven JE Manders BKM Wealth Management, LLC | 11,872 | $1.28M | $1.93M | $657,007.33 | 51.45% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,298 | $918,686.04 | $1.5M | $579,965.6 | 63.13% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,029 | $250,734.51 | $327,703.79 | $76,969.28 | 30.7% |
| MG Melissa Glennie Capital Management Associates, Inc | 11,297 | $1.46M | $1.84M | $375,742.9 | 25.65% |
Anthony Blagrove Traveka Wealth, LLC | 7,004 | $822,571.22 | $1.14M | $316,139.1 | 38.43% |
Julie Beswick Advantage Trust Co | 75 | $7,300 | $12,193.5 | $4,893.5 | 67.03% |
Cody Gehman Stonebridge Financial Group, LLC | 42,471 | $5.33M | $6.86M | $1.53M | 28.71% |
Curtis Burkholder Bare Financial Services, Inc | 120 | $16,355.42 | $19,458 | $3,102.58 | 18.97% |
Joshua Stipcich Tidemark, LLC | 6 | $786 | $960.3 | $174.3 | 22.18% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,647 | $1.15M | $1.71M | $563,034.39 | 49.08% |
Jaran Day OPINICUS CAPITAL, INC. | 3,961 | $440,319.02 | $640,057.99 | $199,738.97 | 45.36% |
Wynn Capital LLC Wynn Capital, LLC | 4,347 | $423,430.78 | $704,692.17 | $281,261.39 | 66.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 62 | $8,353.74 | $9,921.55 | $1,567.81 | 18.77% |
Christy Clarin Portfolio Design Labs, LLC | 1,718 | $225,092.78 | $278,187.15 | $53,094.37 | 23.59% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 7,031 | $684,327.23 | $1.13M | $445,765.4 | 65.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,244 | $2.22M | $3.1M | $878,654.12 | 39.56% |
Craig Silberg EVERPAR ADVISORS LLC | 1,464 | $209,572 | $235,762.56 | $26,190.56 | 12.5% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,391 | $537,062.17 | $878,220.85 | $341,158.68 | 63.52% |