| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,838 | $435,974 | $512,031.96 | $76,057.96 | 17.45% |
Menachem Striks Morton Capital Management LLC/CA | 1,536 | $235,961 | $267,310.08 | $31,349.08 | 13.29% |
Benj Foor Frazier Financial Advisors, LLC | 681 | $48,417.13 | $113,944.92 | $65,527.79 | 135.34% |
Amir Har-El Savvy Advisors, Inc. | 10,610 | $943,767.1 | $1.91M | $967,518.3 | 102.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 144 | $22,121 | $24,285.6 | $2,164.6 | 9.79% |
Owen McCabe Tyche Wealth Partners LLC | 3,000 | $460,860 | $505,080 | $44,220 | 9.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,172 | $282,008.58 | $532,451.92 | $250,443.34 | 88.81% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,260 | $930,919.4 | $1.5M | $571,657.2 | 61.41% |
Taylor Wagner Valued Wealth Advisors LLC | 143 | $13,577.06 | $24,185.59 | $10,608.53 | 78.14% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,212 | $339,807 | $372,301.72 | $32,494.72 | 9.56% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,823 | $280,049 | $308,460.71 | $28,411.71 | 10.15% |
Curtis Burkholder Bare Financial Services, Inc | 39 | $4,639.3 | $7,094.49 | $2,455.19 | 52.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 734 | $94,050.94 | $124,141.42 | $30,090.48 | 31.99% |
Sam Tedawes Quantessence Capital LLC | 1,482 | $227,665 | $266,570.75 | $38,905.75 | 17.09% |
Joshua Stipcich Tidemark, LLC | 6 | $634.33 | $1,085.67 | $451.34 | 71.15% |
Jaran Day OPINICUS CAPITAL, INC. | 1,837 | $282,198 | $332,003.77 | $49,805.77 | 17.65% |
Dustin Schick Evergreen Private Wealth LLC | 43,571 | $3.86M | $7.84M | $3.98M | 103.04% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,455 | $223,517 | $262,089.15 | $38,572.15 | 17.26% |
Christy Clarin Portfolio Design Labs, LLC | 2,373 | $364,541 | $403,493.05 | $38,952.05 | 10.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,634 | $467,564.75 | $1.04M | $569,372.97 | 121.77% |