| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 2.24M | $80.32M | $94.82M | $14.5M | 18.05% |
Ann Keitner Quantum Portfolio Management LLC | 82,694 | $3.03M | $3.5M | $471,743.35 | 15.57% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,383 | $173,917 | $185,554.3 | $11,637.3 | 6.69% |
Taylor Wagner Valued Wealth Advisors LLC | 68,314 | $1.9M | $2.89M | $996,743.15 | 52.59% |
Mark Heider Peirce Capital Management, LLC | 13,946 | $385,837.41 | $593,611.49 | $207,774.08 | 53.85% |
Brad Sayre Shared Vision Wealth Group LLC | 25,729 | $686,420.24 | $1.09M | $402,816.97 | 58.68% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 25,157 | $673,214.27 | $1.07M | $391,807.32 | 58.2% |
Andy Bloom MB Generational Wealth, LLC | 8,985 | $260,853.47 | $380,379.97 | $119,526.5 | 45.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17,290 | $644,925.04 | $731,712.8 | $86,787.76 | 13.46% |
Jody White Farrow Financial Inc. | 281,287 | $7.52M | $11.91M | $4.4M | 58.54% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 30 | $1,196 | $1,269.15 | $73.15 | 6.12% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 626,014 | $22.44M | $26.48M | $4.04M | 18.01% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,629 | $185,137.84 | $238,247.42 | $53,109.58 | 28.69% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 4,151 | $110,685.75 | $175,670.32 | $64,984.57 | 58.71% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,283 | $263,193.11 | $308,034.48 | $44,841.37 | 17.04% |
Joel W. Lake Capstone Wealth Management, LLC | 12,129 | $329,924.36 | $512,996.05 | $183,071.69 | 55.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 310,270 | $8.65M | $13.13M | $4.48M | 51.78% |
Greyson Gibson JDH Wealth Management, LLC | 35,440 | $969,378.99 | $1.5M | $530,441.81 | 54.72% |
Kelly Financial Services LLC Kelly Financial Services LLC | 15,614 | $477,340.79 | $656,724.84 | $179,384.05 | 37.58% |
Jade Eagles WEALTHGARDEN F.S. LLC | 21,718 | $591,783.16 | $918,779.99 | $326,996.83 | 55.26% |