| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven JE Manders BKM Wealth Management, LLC | 2,910 | $192,030 | $212,881.05 | $20,851.05 | 10.86% |
Darin Sadow Freestone Grove Partners LP | 109,549 | $7.23M | $8.08M | $846,813.75 | 11.71% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,231 | $237,459.62 | $309,413.03 | $71,953.41 | 30.3% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 5,000 | $201,700 | $369,300 | $167,600 | 83.09% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 39,421 | $2.21M | $2.82M | $610,123.77 | 27.6% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,098 | $222,910 | $226,556.74 | $3,646.74 | 1.64% |
Julie Beswick Advantage Trust Co | 1,803 | $119,069.93 | $129,022.68 | $9,952.75 | 8.36% |
Cody Gehman Stonebridge Financial Group, LLC | 12,477 | $824,238.77 | $912,443.01 | $88,204.24 | 10.7% |
Kevin Stillman Evernest Financial Advisors, LLC | 15,363 | $800,373.67 | $1.1M | $299,002.61 | 37.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,797 | $774,740.43 | $944,418.6 | $169,678.17 | 21.9% |
Joshua Stipcich Tidemark, LLC | 806 | $56,390.5 | $59,490.86 | $3,100.36 | 5.5% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,742 | $353,448.78 | $639,302.46 | $285,853.68 | 80.88% |
Jaran Day OPINICUS CAPITAL, INC. | 2,960 | $195,323.87 | $218,300 | $22,976.13 | 11.76% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 14,278 | $579,983.69 | $1.02M | $441,749.99 | 76.17% |
Rob Dainard Hara Capital LLC | 100 | $5,104 | $7,313 | $2,209 | 43.28% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,551 | $99,670.27 | $114,487.06 | $14,816.79 | 14.87% |
Christy Clarin Portfolio Design Labs, LLC | 3,565 | $209,051.12 | $260,708.45 | $51,657.33 | 24.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35,946 | $1.87M | $2.63M | $757,880.25 | 40.51% |
Craig Silberg EVERPAR ADVISORS LLC | 7,602 | $410,409.85 | $555,934.26 | $145,524.41 | 35.46% |
Matthew Stead Sachetta, LLC | 906 | $44,170.67 | $66,708.78 | $22,538.11 | 51.03% |