| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 58,639 | $9.96M | $11.72M | $1.77M | 17.73% |
Steven JE Manders BKM Wealth Management, LLC | 2,093 | $254,616.96 | $427,118.51 | $172,501.55 | 67.75% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 14,181 | $2.57M | $2.83M | $268,304.23 | 10.46% |
Darin Sadow Freestone Grove Partners LP | 338,600 | $61.26M | $67.89M | $6.63M | 10.82% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,923 | $432,274.94 | $596,686.6 | $164,411.66 | 38.03% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,146 | $207,323 | $229,692.78 | $22,369.78 | 10.79% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 10,102 | $966,436.01 | $2.04M | $1.07M | 111.13% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,831 | $874,052 | $989,630.35 | $115,578.35 | 13.22% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,656 | $441,010.9 | $744,946.56 | $303,935.66 | 68.92% |
Anthony Blagrove Traveka Wealth, LLC | 1,793 | $231,819.77 | $367,860.84 | $136,041.07 | 58.68% |
Julie Beswick Advantage Trust Co | 125 | $22,644.4 | $25,645.62 | $3,001.22 | 13.25% |
Cody Gehman Stonebridge Financial Group, LLC | 17,796 | $3M | $3.63M | $624,534.69 | 20.81% |
Curtis Burkholder Bare Financial Services, Inc | 8 | $1,307.2 | $1,599.2 | $292 | 22.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 99 | $16,740.94 | $20,287.57 | $3,546.63 | 21.19% |
Joshua Stipcich Tidemark, LLC | 286 | $47,300.08 | $57,857.8 | $10,557.72 | 22.32% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,319 | $688,571.81 | $1.5M | $807,139.03 | 117.22% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,154 | $208,829 | $230,649.98 | $21,820.98 | 10.45% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 12,729 | $1.2M | $2.61M | $1.41M | 117.7% |
Rob Dainard Hara Capital LLC | 15 | $1,821 | $3,062.25 | $1,241.25 | 68.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 690 | $116,371.33 | $139,718.1 | $23,346.77 | 20.06% |