| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,064 | $602,735 | $708,741.03 | $106,006.03 | 17.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,457 | $748,718.46 | $965,065.8 | $216,347.34 | 28.9% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,880 | $3.05M | $3.91M | $858,202.43 | 28.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 475 | $334,087 | $314,884.62 | -$19,202.38 | -5.75% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,268 | $658,510.71 | $840,969.3 | $182,458.59 | 27.71% |
Kent Keister Bear Mountain Capital, Inc. | 2,019 | $999,082 | $1.34M | $342,462.74 | 34.28% |
Kevin Stillman Evernest Financial Advisors, LLC | 871 | $496,317.92 | $580,560.69 | $84,242.77 | 16.97% |
Luke Bunch OxenFree Capital LLC | 405 | $244,328 | $268,411.72 | $24,083.72 | 9.86% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 644 | $326,752.6 | $427,007.42 | $100,254.82 | 30.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 88 | $45,164.05 | $58,037.76 | $12,873.71 | 28.5% |
Craig Silberg EVERPAR ADVISORS LLC | 297 | $208,892 | $196,853.08 | -$12,038.92 | -5.76% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 6,023 | $4.24M | $4M | -$241,311.87 | -5.7% |
Matthew Stead Sachetta, LLC | 1,435 | $728,866.2 | $951,433.7 | $222,567.5 | 30.54% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,429 | $1.2M | $1.6M | $395,890.32 | 32.89% |
Nicholas Holmes Objectivity Squared, LLC | 785 | $399,974.41 | $519,363.85 | $119,389.44 | 29.85% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 22,594 | $11.52M | $14.91M | $3.39M | 29.39% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 570 | $323,210.23 | $375,846.6 | $52,636.37 | 16.29% |
Amy Taylor Pingora Partners LLC | 300 | $152,214.4 | $199,941 | $47,726.6 | 31.35% |
Michael Herman Apollon Financial, LLC | 781 | $445,100.57 | $517,033.71 | $71,933.14 | 16.16% |
Christopher Griffith Stablepoint Partners, LLC | 1,059 | $596,515.44 | $701,878.72 | $105,363.28 | 17.66% |