| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JP Tarbutton LHM, INC. | 99,857 | $7.8M | $18.73M | $10.93M | 140.01% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $8,238.49 | $10,128.24 | $1,889.75 | 22.94% |
Keisuke Ichihara Rakuten Securities, Inc. | 9,380 | $788,388.88 | $1.76M | $970,923.92 | 123.15% |
Joshua Stipcich Tidemark, LLC | 252 | $17,567.64 | $55,109.88 | $37,542.24 | 213.7% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,673 | $288,175.04 | $501,347.88 | $213,172.84 | 73.97% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,199 | $375,996.22 | $975,124.44 | $599,128.22 | 159.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 253 | $25,755.9 | $47,452.68 | $21,696.78 | 84.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,373 | $573,374.25 | $1.2M | $621,945.63 | 108.47% |
Craig Silberg EVERPAR ADVISORS LLC | 1,270 | $378,320 | $238,201.2 | -$140,118.8 | -37.04% |
Matthew Stead Sachetta, LLC | 419 | $54,132.94 | $78,587.64 | $24,454.7 | 45.18% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 679 | $202,267 | $127,353.24 | -$74,913.76 | -37.04% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,850 | $551,097 | $346,986 | -$204,111 | -37.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 264 | $26,150 | $49,515.84 | $23,365.84 | 89.35% |
Adam Colby Wealth Group Ltd | 3,623 | $276,503.25 | $679,529.88 | $403,026.63 | 145.76% |
Chandler te Velde Maia Wealth LLC | 1,181 | $351,808 | $221,508.36 | -$130,299.64 | -37.04% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,303 | $162,570.99 | $431,950.68 | $269,379.69 | 165.7% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 84,648 | $9.35M | $18.51M | $9.16M | 98% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 110 | $11,431.51 | $20,631.6 | $9,200.09 | 80.48% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,127 | $197,392.12 | $398,940.12 | $201,548 | 102.11% |
Michael Herman Apollon Financial, LLC | 1,280 | $381,299 | $240,076.8 | -$141,222.2 | -37.04% |