| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 327,582 | $19.75M | $24.87M | $5.13M | 25.97% |
Taylor Wagner Valued Wealth Advisors LLC | 53 | $3,392.47 | $4,024.55 | $632.08 | 18.63% |
Steven JE Manders BKM Wealth Management, LLC | 11,285 | $626,043.29 | $857,265.02 | $231,221.73 | 36.93% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 18,777 | $1.04M | $1.43M | $382,293.78 | 36.63% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 126,376 | $7.08M | $9.6M | $2.52M | 35.55% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 12,817 | $722,431.83 | $973,258.89 | $250,827.06 | 34.72% |
| MG Melissa Glennie Capital Management Associates, Inc | 28,303 | $1.7M | $2.15M | $445,379.93 | 26.14% |
Andy Bloom MB Generational Wealth, LLC | 4,522 | $295,105.37 | $343,378.07 | $48,272.7 | 16.36% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 45,332 | $2.51M | $3.44M | $927,408.66 | 36.88% |
Julie Beswick Advantage Trust Co | 1,255 | $69,564.65 | $94,802.7 | $25,238.05 | 36.28% |
Cody Gehman Stonebridge Financial Group, LLC | 21,184 | $1.35M | $1.61M | $258,909.8 | 19.18% |
Kevin Stillman Evernest Financial Advisors, LLC | 312,576 | $18.28M | $23.74M | $5.45M | 29.83% |
Joshua Stipcich Tidemark, LLC | 1,714 | $101,958.16 | $130,026.44 | $28,068.28 | 27.53% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 47,745 | $2.7M | $3.62M | $923,576.08 | 34.23% |
Andrea Butler Sequent Planning LLC | 5,031 | $316,161.1 | $381,658.7 | $65,497.6 | 20.72% |
Jaran Day OPINICUS CAPITAL, INC. | 37,775 | $2.14M | $2.87M | $727,373.85 | 33.97% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 59,980 | $3.4M | $4.55M | $1.15M | 33.97% |
Rob Dainard Hara Capital LLC | 2,050 | $127,756 | $155,515.87 | $27,759.87 | 21.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,802 | $174,902.6 | $212,563.64 | $37,661.04 | 21.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,957 | $2.45M | $2.95M | $501,310.71 | 20.47% |