| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 1,802 | $279,230.89 | $621,690 | $342,459.11 | 122.64% |
Teresa Coleman Creekside Partners | 3,158 | $577,742.1 | $1.08M | $497,367.42 | 86.09% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 887 | $216,028.9 | $305,580.37 | $89,551.47 | 41.45% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,547 | $1.22M | $1.87M | $652,027 | 53.45% |
| WD Wu Dingwen Headwater Capital Co Ltd | 213,000 | $51.88M | $71.84M | $19.96M | 38.47% |
Tuomas Suomela S-Bank Fund Management Ltd | 23,833 | $3.72M | $8.1M | $4.38M | 117.5% |
Level Wealth Management LLC Level Wealth Management LLC | 620 | $219,065 | $213,825.6 | -$5,239.4 | -2.39% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 15,653 | $2.45M | $5.34M | $2.89M | 118.15% |
Taryn Anderson YANKCOM Partnership | 7,041 | $1.62M | $2.43M | $805,358.01 | 49.62% |
Andrew Snider Maiden Cove Capital, LLC | 2,698 | $488,034.33 | $926,709.04 | $438,674.71 | 89.89% |
David Levy Diversified Enterprises LLC | 25,571 | $5.72M | $8.66M | $2.94M | 51.3% |
Pines Wealth Management LLC Pines Wealth Management LLC | 15,992 | $3.1M | $5.44M | $2.34M | 75.35% |
Timonier Family Office Ltd. Timonier Family Office Ltd. | 931 | $226,745 | $320,324.51 | $93,579.51 | 41.27% |
Caleb Pearson Compass Financial Services Inc. | 588 | $207,858 | $202,310.22 | -$5,547.78 | -2.67% |
Matthew Riley Hickory Point Bank & Trust | 925 | $225,284.21 | $312,206 | $86,921.79 | 38.58% |
Code Waechter LLC Code Waechter LLC | 2,321 | $387,838.1 | $799,955.86 | $412,117.76 | 106.26% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 1,348 | $423,304.57 | $462,276.38 | $38,971.81 | 9.21% |
Seneschal Advisors LLC Seneschal Advisors LLC | 4,980 | $949,984.75 | $1.68M | $733,255.25 | 77.19% |
Jared Machen BWM Planning LLC | 2,335 | $677,595.33 | $805,901.9 | $128,306.57 | 18.94% |
Steve Solano Global Wealth Management LLC | 1,028 | $250,545.93 | $354,567.48 | $104,021.55 | 41.52% |