| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 30,151 | $4.87M | $10.82M | $5.96M | 122.37% |
Andrea Butler Sequent Planning LLC | 16,242 | $3.18M | $5.83M | $2.66M | 83.64% |
Jaran Day OPINICUS CAPITAL, INC. | 5,558 | $793,665.84 | $2M | $1.2M | 151.4% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 4,182 | $590,252.38 | $1.5M | $911,043.8 | 154.35% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 2,439 | $704,761 | $875,576.61 | $170,815.61 | 24.24% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,503 | $245,873.66 | $539,561.97 | $293,688.31 | 119.45% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,477 | $1.63M | $4.12M | $2.49M | 152.13% |
| AWA Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,078 | $395,285.54 | $745,981.22 | $350,695.68 | 88.72% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 1,492 | $215,420.62 | $535,613.08 | $320,192.46 | 148.64% |
Bryan Gleason 14B Captial Management LP | 2,000 | $626,000 | $717,980 | $91,980 | 14.69% |
David Ragan Grunden Financial Advisory, Inc. | 1,112 | $195,967.65 | $399,196.88 | $203,229.23 | 103.7% |
Rob Dainard Hara Capital LLC | 7,460 | $1.04M | $2.68M | $1.64M | 156.99% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,016 | $499,959.76 | $723,723.84 | $223,764.08 | 44.76% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 2,612 | $493,550.84 | $937,681.88 | $444,131.04 | 89.99% |
Dustin Schick Evergreen Private Wealth LLC | 32,415 | $5.45M | $11.64M | $6.18M | 113.34% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,399 | $359,614.56 | $502,227.01 | $142,612.45 | 39.66% |
RENEE BRUNNER Elite Life Management LLC | 2,626 | $661,268.44 | $942,707.74 | $281,439.3 | 42.56% |
Christy Clarin Portfolio Design Labs, LLC | 741 | $180,121.28 | $266,011.59 | $85,890.31 | 47.68% |
JORDAN GREEN Valley Financial Group, Inc. | 993 | $241,404.62 | $356,477.07 | $115,072.45 | 47.67% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 34,441 | $4.93M | $12.36M | $7.44M | 150.89% |