| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 2,439 | $704,761 | $854,503.65 | $149,742.65 | 21.25% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,653 | $298,211.03 | $577,343.31 | $279,132.28 | 93.6% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,478 | $1.63M | $3.95M | $2.32M | 141.73% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,048 | $389,606.54 | $713,154.56 | $323,548.02 | 83.04% |
Wynn Capital LLC Wynn Capital, LLC | 1,492 | $215,420.62 | $521,110.84 | $305,690.22 | 141.9% |
Bryan Gleason 14B Captial Management LP | 2,000 | $626,000 | $678,860 | $52,860 | 8.44% |
David Ragan Grunden Financial Advisory, Inc. | 1,112 | $195,967.65 | $378,424.72 | $182,457.07 | 93.11% |
Rob Dainard Hara Capital LLC | 7,460 | $1.04M | $2.56M | $1.52M | 145.77% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,147 | $546,772.15 | $748,465.67 | $201,693.52 | 36.89% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 2,526 | $488,722.4 | $860,330.34 | $371,607.94 | 76.04% |
Dustin Schick Evergreen Private Wealth LLC | 31,058 | $5.27M | $10.85M | $5.58M | 106.02% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 2,147 | $626,927.19 | $729,937.06 | $103,009.87 | 16.43% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 698 | $249,444 | $243,636.9 | -$5,807.1 | -2.33% |
RENEE BRUNNER Elite Life Management LLC | 2,617 | $659,682.37 | $910,362.7 | $250,680.33 | 38% |
Christy Clarin Portfolio Design Labs, LLC | 621 | $150,951.84 | $213,984.18 | $63,032.34 | 41.76% |
JORDAN GREEN Valley Financial Group, Inc. | 885 | $215,149.13 | $307,860.52 | $92,711.39 | 43.09% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 34,532 | $4.96M | $12.06M | $7.1M | 143.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 90,237 | $18.6M | $31.51M | $12.91M | 69.38% |
Craig Silberg EVERPAR ADVISORS LLC | 17,889 | $3.89M | $6.14M | $2.25M | 57.92% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 748 | $266,392.75 | $257,588.76 | -$8,803.99 | -3.3% |