| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MF Michael Fogarty Foundry Financial Group, Inc. | 254,210 | $5.41M | $7.55M | $2.14M | 39.55% |
Brad Sayre Shared Vision Wealth Group LLC | 8,184 | $193,567.41 | $242,123.64 | $48,556.23 | 25.08% |
Kent Keister Bear Mountain Capital, Inc. | 785 | $18,159.26 | $23,518.6 | $5,359.34 | 29.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,117 | $165,880.31 | $183,846.43 | $17,966.12 | 10.83% |
Joshua Stipcich Tidemark, LLC | 1,220 | $24,891.3 | $36,282.8 | $11,391.5 | 45.76% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 51,507 | $1.05M | $1.54M | $488,049.94 | 46.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 101,266 | $2.74M | $2.99M | $250,329.55 | 9.13% |
Craig Silberg EVERPAR ADVISORS LLC | 31,690 | $778,662.08 | $948,957.05 | $170,294.97 | 21.87% |
Jody White Farrow Financial Inc. | 198,603 | $4.35M | $5.91M | $1.56M | 35.81% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 15,157 | $411,632.58 | $453,952.15 | $42,319.57 | 10.28% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 510 | $13,843.95 | $15,096 | $1,252.05 | 9.04% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 20,275 | $552,905.11 | $607,540.37 | $54,635.26 | 9.88% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 25,206 | $468,441.67 | $755,801.91 | $287,360.24 | 61.34% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,535 | $233,512.15 | $285,430.22 | $51,918.07 | 22.23% |
Michael Herman Apollon Financial, LLC | 34,700 | $712,368.4 | $1.04M | $326,896.6 | 45.89% |
| MB Matthieu Balmer Climber Capital SA | 32,500 | $728,910 | $965,900 | $236,990 | 32.51% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,908 | $326,398 | $356,824.41 | $30,426.41 | 9.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 53,817 | $1.46M | $1.61M | $150,257.06 | 10.29% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 46,095 | $1.12M | $1.38M | $258,866.05 | 23.04% |
Michael Bailey MGB Wealth Management, LLC | 2,000 | $40,796 | $59,890 | $19,094 | 46.8% |