| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 22,883 | $600,577.4 | $677,451.21 | $76,873.81 | 12.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 28,412 | $795,534.62 | $840,142.84 | $44,608.22 | 5.61% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 11,016 | $265,260 | $326,409.59 | $61,149.59 | 23.05% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 11,109 | $274,541.01 | $328,437.58 | $53,896.57 | 19.63% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 20,772 | $542,611.46 | $613,604.88 | $70,993.42 | 13.08% |
Julie Beswick Advantage Trust Co | 5,353 | $152,700.28 | $158,582.62 | $5,882.34 | 3.85% |
Cody Gehman Stonebridge Financial Group, LLC | 11,036 | $284,364.81 | $326,389.7 | $42,024.89 | 14.78% |
Kent Keister Bear Mountain Capital, Inc. | 23 | $574.16 | $679.53 | $105.37 | 18.35% |
Curtis Burkholder Bare Financial Services, Inc | 1,013 | $27,990.81 | $29,822.72 | $1,831.91 | 6.54% |
Keisuke Ichihara Rakuten Securities, Inc. | 37,692 | $1.01M | $1.11M | $102,518.52 | 10.13% |
Joshua Stipcich Tidemark, LLC | 2,521 | $70,925.7 | $74,735.04 | $3,809.34 | 5.37% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 24,984 | $704,363.06 | $738,527.04 | $34,163.98 | 4.85% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 22,560 | $632,542.94 | $668,906.26 | $36,363.32 | 5.75% |
Wynn Capital LLC Wynn Capital, LLC | 32,109 | $870,155.82 | $944,967.87 | $74,812.05 | 8.6% |
Rob Dainard Hara Capital LLC | 2,248 | $64,997.58 | $66,473.36 | $1,475.78 | 2.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,264 | $32,874.85 | $37,490.24 | $4,615.39 | 14.04% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 10,245 | $251,655.64 | $303,252 | $51,596.36 | 20.5% |
Christy Clarin Portfolio Design Labs, LLC | 50,289 | $1.28M | $1.49M | $212,833.22 | 16.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 56,738 | $1.5M | $1.66M | $153,516.81 | 10.21% |
Craig Silberg EVERPAR ADVISORS LLC | 10,746 | $283,729.65 | $317,759.22 | $34,029.57 | 11.99% |