| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 108 | $25,919 | $32,625.72 | $6,706.72 | 25.88% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 1,206 | $192,946.36 | $364,320.54 | $171,374.18 | 88.82% |
Brad Sayre Shared Vision Wealth Group LLC | 11,090 | $2.52M | $3.35M | $831,073.6 | 32.99% |
Kaitlyn Barnes Financial Architects, LLC | 33,835 | $5.5M | $10.22M | $4.72M | 85.95% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 12,257 | $4.2M | $3.7M | -$499,425.92 | -11.89% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,071 | $274,242.39 | $323,538.39 | $49,296 | 17.98% |
Julie Beswick Advantage Trust Co | 15,062 | $5.16M | $4.55M | -$613,625.48 | -11.88% |
Joshua Stipcich Tidemark, LLC | 27 | $6,480 | $8,156.43 | $1,676.43 | 25.87% |
Andrea Butler Sequent Planning LLC | 1,132 | $271,723 | $341,965.88 | $70,242.88 | 25.85% |
Jaran Day OPINICUS CAPITAL, INC. | 1,666 | $267,782.57 | $503,281.93 | $235,499.36 | 87.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 11 | $2,640 | $3,322.99 | $682.99 | 25.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,550 | $1.98M | $2.88M | $902,875.53 | 45.55% |
Craig Silberg EVERPAR ADVISORS LLC | 9,188 | $2.43M | $2.78M | $341,881.58 | 14.05% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,638 | $436,747.08 | $796,913.41 | $360,166.33 | 82.47% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 3,530 | $877,953.24 | $1.07M | $188,424.45 | 21.46% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 62 | $14,880 | $18,729.58 | $3,849.58 | 25.87% |
Chandler te Velde Maia Wealth LLC | 1,905 | $372,077.57 | $575,481.44 | $203,403.87 | 54.67% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,822 | $614,947.51 | $852,497.97 | $237,550.46 | 38.63% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,803 | $2.34M | $2.96M | $626,276.65 | 26.82% |
Michael Herman Apollon Financial, LLC | 847 | $203,272 | $255,870.23 | $52,598.23 | 25.88% |