| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Grouell Turning Point Benefit Group, Inc. | 7,190 | $2.1M | $2.74M | $638,366.1 | 30.37% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 568 | $224,628.92 | $213,562.31 | -$11,066.61 | -4.93% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,075 | $312,594.08 | $404,189.25 | $91,595.17 | 29.3% |
Andy Bloom MB Generational Wealth, LLC | 1,086 | $347,440.39 | $412,701.72 | $65,261.33 | 18.78% |
Julie Beswick Advantage Trust Co | 275 | $71,179.09 | $104,959.25 | $33,780.16 | 47.46% |
Cody Gehman Stonebridge Financial Group, LLC | 15,330 | $4.46M | $5.76M | $1.3M | 29.13% |
Curtis Burkholder Bare Financial Services, Inc | 768 | $194,043.02 | $293,921.28 | $99,878.26 | 51.47% |
Thomas Hood Alternative Investment Advisors, LLC. | 2,069 | $559,214.8 | $786,613.11 | $227,398.31 | 40.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,169 | $1.14M | $1.21M | $67,035.18 | 5.89% |
Joshua Stipcich Tidemark, LLC | 2,978 | $655,656.76 | $1.13M | $475,834.34 | 72.57% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,233 | $1.14M | $1.97M | $823,517.46 | 71.98% |
Andrea Butler Sequent Planning LLC | 19,276 | $4.86M | $7.25M | $2.39M | 49.07% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 7,011 | $1.34M | $2.67M | $1.33M | 98.62% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 7,716 | $1.48M | $2.94M | $1.46M | 99.12% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,606 | $392,965.88 | $614,584.08 | $221,618.2 | 56.4% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 937 | $201,566.22 | $357,624.8 | $156,058.58 | 77.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,246 | $403,056.04 | $473,268.18 | $70,212.14 | 17.42% |
Christy Clarin Portfolio Design Labs, LLC | 96,184 | $28.95M | $36.16M | $7.21M | 24.91% |
JORDAN GREEN Valley Financial Group, Inc. | 3,041 | $581,348.1 | $1.16M | $574,520.79 | 98.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,289 | $1.04M | $1.26M | $222,979.15 | 21.53% |