| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 413 | $363,542.33 | $420,590.94 | $57,048.61 | 15.69% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 636 | $559,153.75 | $659,665.56 | $100,511.81 | 17.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,173 | $1.66M | $2.21M | $551,923.69 | 33.23% |
Taylor Wagner Valued Wealth Advisors LLC | 59 | $42,426.7 | $60,084.42 | $17,657.72 | 41.62% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 2,793 | $1.61M | $2.84M | $1.24M | 77.17% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,048 | $632,713.21 | $1.08M | $451,453.27 | 71.35% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 832 | $373,659.98 | $864,797.47 | $491,137.49 | 131.44% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 243 | $171,983.81 | $247,466.34 | $75,482.53 | 43.89% |
Cody Gehman Stonebridge Financial Group, LLC | 260 | $220,618.48 | $264,778.8 | $44,160.32 | 20.02% |
Curtis Burkholder Bare Financial Services, Inc | 49 | $39,677.45 | $49,900.62 | $10,223.17 | 25.77% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,745 | $1.98M | $3.97M | $1.99M | 100.15% |
Keisuke Ichihara Rakuten Securities, Inc. | 823 | $723,417 | $853,623.83 | $130,206.83 | 18% |
Sam Tedawes Quantessence Capital LLC | 424 | $428,821 | $440,714.1 | $11,893.1 | 2.77% |
Joshua Stipcich Tidemark, LLC | 61 | $29,182.72 | $63,390.59 | $34,207.87 | 117.22% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 877 | $458,294.85 | $893,119.26 | $434,824.41 | 94.88% |
Jaran Day OPINICUS CAPITAL, INC. | 1,099 | $472,883.82 | $1.12M | $646,315.8 | 136.68% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 414 | $241,619.88 | $421,609.32 | $179,989.44 | 74.49% |
Wynn Capital LLC Wynn Capital, LLC | 5,316 | $2.06M | $5.41M | $3.35M | 162.49% |
Rob Dainard Hara Capital LLC | 555 | $214,102.29 | $574,153.05 | $360,050.76 | 168.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 151 | $108,199.05 | $153,775.38 | $45,576.33 | 42.12% |