| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,758 | $183,020.53 | $328,983.33 | $145,962.8 | 79.75% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 9,542 | $993,946.94 | $1.79M | $791,695.23 | 79.65% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,705 | $217,902.98 | $319,065.17 | $101,162.19 | 46.43% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,133 | $190,038.03 | $212,023.95 | $21,985.92 | 11.57% |
Joshua Stipcich Tidemark, LLC | 1,926 | $298,742 | $360,874.62 | $62,132.62 | 20.8% |
Jaran Day OPINICUS CAPITAL, INC. | 1,751 | $230,956.97 | $327,673.38 | $96,716.41 | 41.88% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 243 | $37,927.69 | $45,530.91 | $7,603.22 | 20.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,571 | $537,811.32 | $667,595.59 | $129,784.27 | 24.13% |
Matthew Stead Sachetta, LLC | 1,041 | $111,673.3 | $196,093.17 | $84,419.87 | 75.6% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,418 | $213,277.26 | $265,690.66 | $52,413.4 | 24.58% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,781 | $431,321 | $521,075.97 | $89,754.97 | 20.81% |
Neil Greenspan Fielder Capital Group LLC | 3,746 | $389,958.79 | $699,865.18 | $309,906.39 | 79.47% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 165 | $21,766 | $30,826.95 | $9,060.95 | 41.63% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,038 | $1.88M | $2.28M | $399,000.83 | 21.21% |
Michael Herman Apollon Financial, LLC | 7,785 | $1.15M | $1.45M | $306,547.51 | 26.7% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 219,334 | $31.12M | $40.92M | $9.8M | 31.49% |
David McNeely Darden Wealth Group Inc | 10,164 | $1.06M | $1.9M | $835,788.11 | 78.61% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,723 | $1.18M | $1.63M | $453,740.6 | 38.58% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 150,312 | $17.88M | $28.08M | $10.2M | 57.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,958 | $563,321.76 | $738,404.48 | $175,082.72 | 31.08% |