| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,282 | $722,417.1 | $982,870.94 | $260,453.84 | 36.05% |
Kevin Stillman Evernest Financial Advisors, LLC | 19,663 | $9.93M | $15.23M | $5.3M | 53.38% |
Keisuke Ichihara Rakuten Securities, Inc. | 123 | $83,725.95 | $94,305.33 | $10,579.38 | 12.64% |
Joshua Stipcich Tidemark, LLC | 1,080 | $567,626.45 | $835,077.6 | $267,451.15 | 47.12% |
Emily Priebe Priebe Wealth Holdings LLC | 776 | $371,736.66 | $599,704.44 | $227,967.78 | 61.33% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,052 | $3.99M | $6.19M | $2.2M | 55.17% |
Andrea Butler Sequent Planning LLC | 2,953 | $1.88M | $2.28M | $392,866.5 | 20.85% |
Jaran Day OPINICUS CAPITAL, INC. | 354 | $204,137.54 | $274,615.5 | $70,477.96 | 34.52% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,669 | $812,633.35 | $1.29M | $478,112.83 | 58.83% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 8,312 | $5.06M | $6.43M | $1.37M | 27.14% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 3,095 | $1.49M | $2.39M | $899,538.62 | 60.2% |
Wynn Capital LLC Wynn Capital, LLC | 331 | $205,518 | $256,607.75 | $51,089.75 | 24.86% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,370 | $2.14M | $2.61M | $469,561.29 | 21.98% |
Dustin Schick Evergreen Private Wealth LLC | 289 | $137,992.22 | $223,492.37 | $85,500.15 | 61.96% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,129 | $1.87M | $2.42M | $550,866.96 | 29.49% |
JORDAN GREEN Valley Financial Group, Inc. | 60,816 | $32.16M | $47.01M | $14.85M | 46.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 142,225 | $93.86M | $109.95M | $16.09M | 17.14% |
Craig Silberg EVERPAR ADVISORS LLC | 34,120 | $21.79M | $26.29M | $4.5M | 20.66% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,374 | $686,621.21 | $1.06M | $377,871.55 | 55.03% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,085 | $703,695.87 | $841,547.7 | $137,851.83 | 19.59% |