| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 860 | $249,964.1 | $279,353.79 | $29,389.69 | 11.76% |
Taylor Wagner Valued Wealth Advisors LLC | 79 | $21,165.68 | $25,817.99 | $4,652.31 | 21.98% |
Darin Sadow Freestone Grove Partners LP | 2 | $574 | $648.03 | $74.03 | 12.9% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 962 | $231,761.67 | $311,995.84 | $80,234.17 | 34.62% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $13,628.84 | $14,942.18 | $1,313.34 | 9.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $300.33 | $326.81 | $26.48 | 8.82% |
Joshua Stipcich Tidemark, LLC | 2 | $574 | $647.4 | $73.4 | 12.79% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,595 | $857,445.04 | $1.16M | $307,442.81 | 35.86% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,189 | $514,040.02 | $715,387.09 | $201,347.07 | 39.17% |
Rob Dainard Hara Capital LLC | 1,920 | $453,852.35 | $622,329.6 | $168,477.25 | 37.12% |
Christy Clarin Portfolio Design Labs, LLC | 787 | $225,869 | $254,452.84 | $28,583.84 | 12.66% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,358 | $321,004.04 | $440,263.6 | $119,259.56 | 37.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,904 | $1.25M | $1.59M | $341,118.44 | 27.37% |
Craig Silberg EVERPAR ADVISORS LLC | 2,892 | $692,952.12 | $937,065.84 | $244,113.72 | 35.23% |
Matthew Stead Sachetta, LLC | 64 | $17,333.29 | $20,741.76 | $3,408.47 | 19.66% |
Ellwood Derricks Partnership Wealth Management, LLC | 8,035 | $1.89M | $2.6M | $713,387.87 | 37.74% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 118 | $34,970.07 | $38,329.94 | $3,359.87 | 9.61% |
Chandler te Velde Maia Wealth LLC | 908 | $215,433.4 | $294,291.88 | $78,858.48 | 36.6% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,201 | $567,562.7 | $716,051.33 | $148,488.63 | 26.16% |
Nicholas Holmes Objectivity Squared, LLC | 1,209 | $287,259.01 | $392,556.25 | $105,297.24 | 36.66% |