| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,366 | $294,953.52 | $507,523.65 | $212,570.13 | 72.07% |
Dane Grouell Turning Point Benefit Group, Inc. | 7,190 | $2.1M | $2.67M | $569,737.62 | 27.11% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 568 | $224,628.92 | $211,034.73 | -$13,594.19 | -6.05% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,075 | $312,594.08 | $399,405.51 | $86,811.43 | 27.77% |
Andy Bloom MB Generational Wealth, LLC | 1,086 | $347,440.39 | $403,492.45 | $56,052.06 | 16.13% |
Julie Beswick Advantage Trust Co | 275 | $71,179.09 | $102,173.5 | $30,994.41 | 43.54% |
Cody Gehman Stonebridge Financial Group, LLC | 15,165 | $4.4M | $5.63M | $1.23M | 28.03% |
Curtis Burkholder Bare Financial Services, Inc | 768 | $194,043.02 | $285,342.73 | $91,299.71 | 47.05% |
Thomas Hood Alternative Investment Advisors, LLC. | 2,348 | $626,769.21 | $872,375.94 | $245,606.73 | 39.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 4,244 | $1.45M | $1.58M | $128,739.66 | 8.89% |
Joshua Stipcich Tidemark, LLC | 2,978 | $655,656.76 | $1.2M | $543,107.36 | 82.83% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,233 | $1.14M | $1.94M | $800,230.71 | 69.95% |
Andrea Butler Sequent Planning LLC | 19,062 | $4.78M | $7.08M | $2.3M | 48.07% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 7,011 | $1.34M | $2.82M | $1.48M | 109.95% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 7,716 | $1.48M | $2.87M | $1.39M | 94.35% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,606 | $392,965.88 | $596,693.26 | $203,727.38 | 51.84% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 937 | $201,566.22 | $348,132.99 | $146,566.77 | 72.71% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,246 | $403,056.04 | $462,938.85 | $59,882.81 | 14.86% |
Christy Clarin Portfolio Design Labs, LLC | 96,654 | $29.09M | $35.91M | $6.82M | 23.46% |
JORDAN GREEN Valley Financial Group, Inc. | 3,082 | $589,186.07 | $1.15M | $555,900.24 | 94.35% |