| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Gehman Stonebridge Financial Group, LLC | 20,040 | $1.57M | $1.97M | $394,019.3 | 25.02% |
Kent Keister Bear Mountain Capital, Inc. | 14,201 | $986,724.48 | $1.4M | $408,523.77 | 41.4% |
Curtis Burkholder Bare Financial Services, Inc | 387,397 | $29.77M | $38.06M | $8.29M | 27.86% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 10,262 | $841,633.88 | $1.01M | $166,607.62 | 19.8% |
Kevin Stillman Evernest Financial Advisors, LLC | 112,146 | $8.35M | $11.22M | $2.87M | 34.3% |
Joshua Stipcich Tidemark, LLC | 7,532 | $681,909.64 | $761,334.58 | $79,424.94 | 11.65% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,034 | $528,150.95 | $691,090.5 | $162,939.55 | 30.85% |
Andrea Butler Sequent Planning LLC | 78,396 | $7.03M | $7.93M | $906,301.37 | 12.9% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,960 | $548,827.36 | $585,570 | $36,742.64 | 6.69% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,427 | $170,569.59 | $238,452.75 | $67,883.16 | 39.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,121 | $274,627.25 | $306,638.25 | $32,011 | 11.66% |
RENEE BRUNNER Elite Life Management LLC | 2,384 | $167,714.64 | $238,495.36 | $70,780.72 | 42.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 530,623 | $46.32M | $53.6M | $7.27M | 15.7% |
Craig Silberg EVERPAR ADVISORS LLC | 2,434 | $217,745.4 | $239,140.5 | $21,395.1 | 9.83% |
Matthew Stead Sachetta, LLC | 289 | $21,883.32 | $28,394.25 | $6,510.93 | 29.75% |
Jody White Farrow Financial Inc. | 4,116 | $315,322.85 | $404,397 | $89,074.15 | 28.25% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 7,882 | $726,847.94 | $774,406.5 | $47,558.56 | 6.54% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 42,856 | $3.35M | $4.34M | $981,865.78 | 29.27% |
Chandler te Velde Maia Wealth LLC | 12,494 | $904,311.97 | $1.23M | $323,223.53 | 35.74% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,828 | $298,777.12 | $376,101 | $77,323.88 | 25.88% |