| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KK Katelyn Kappius Traction Financial Partners, LLC | 28,684 | $12.44M | $20.76M | $8.31M | 66.82% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,141 | $1.76M | $2.97M | $1.21M | 68.59% |
Brad Sayre Shared Vision Wealth Group LLC | 860 | $537,910 | $627,021.7 | $89,111.7 | 16.57% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 1,977 | $809,621.28 | $1.44M | $626,234.28 | 77.35% |
Dane Grouell Turning Point Benefit Group, Inc. | 401 | $229,996.3 | $291,781.63 | $61,785.33 | 26.86% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,274 | $549,171.26 | $914,865.77 | $365,694.51 | 66.59% |
Mark Fonville Fonville Wealth Management LLC | 904 | $522,495.09 | $652,443.92 | $129,948.83 | 24.87% |
| MG Melissa Glennie Capital Management Associates, Inc | 39,468 | $18.84M | $28.43M | $9.59M | 50.89% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,655 | $684,714.6 | $1.19M | $508,722.45 | 74.3% |
Julie Beswick Advantage Trust Co | 770 | $567,028 | $552,844.6 | -$14,183.4 | -2.5% |
Cody Gehman Stonebridge Financial Group, LLC | 4,515 | $2.35M | $3.24M | $889,666.8 | 37.86% |
Curtis Burkholder Bare Financial Services, Inc | 228 | $109,572.25 | $165,984 | $56,411.75 | 51.48% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,766 | $1.91M | $2.67M | $763,099.41 | 39.95% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,880 | $1.16M | $2.07M | $910,829.15 | 78.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,656 | $3.37M | $4.72M | $1.35M | 40.21% |
Joshua Stipcich Tidemark, LLC | 4,516 | $2M | $3.27M | $1.27M | 63.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 20,358 | $9.57M | $14.55M | $4.98M | 52.11% |
Andrea Butler Sequent Planning LLC | 4,872 | $2.22M | $3.5M | $1.28M | 57.48% |
Jaran Day OPINICUS CAPITAL, INC. | 6,792 | $2.83M | $4.94M | $2.11M | 74.48% |
Luke Bunch OxenFree Capital LLC | 3,080 | $1.52M | $2.23M | $709,826.29 | 46.7% |