| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 69,520 | $12.21M | $19.69M | $7.48M | 61.28% |
Dane Grouell Turning Point Benefit Group, Inc. | 17,326 | $4.98M | $4.91M | -$67,660.68 | -1.36% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,056 | $320,067 | $299,154.25 | -$20,912.75 | -6.53% |
Cody Gehman Stonebridge Financial Group, LLC | 1,156 | $243,280.52 | $327,483.25 | $84,202.73 | 34.61% |
Wayne Atkins VCI Wealth Management LLC | 1,364 | $319,131.59 | $386,407.57 | $67,275.98 | 21.08% |
Kent Keister Bear Mountain Capital, Inc. | 52 | $9,397.55 | $14,731.08 | $5,333.53 | 56.75% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,110 | $286,942.7 | $330,757.81 | $43,815.11 | 15.27% |
Joshua Stipcich Tidemark, LLC | 1,849 | $311,638.29 | $550,410.3 | $238,772.01 | 76.62% |
Andrea Butler Sequent Planning LLC | 9,689 | $2.09M | $2.92M | $826,110.16 | 39.52% |
Luke Bunch OxenFree Capital LLC | 6,213 | $1.82M | $1.76M | -$54,985.17 | -3.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 17,301 | $4.46M | $4.9M | $445,690.75 | 10% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,310 | $1M | $937,689.93 | -$65,066.07 | -6.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 591 | $150,728.66 | $176,106.19 | $25,377.53 | 16.84% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 913 | $276,650 | $258,643.78 | -$18,006.22 | -6.51% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,112 | $279,355.85 | $315,018.49 | $35,662.64 | 12.77% |
Nicole Davis Northwest Financial Advisors | 2,635 | $522,507 | $746,469.18 | $223,962.18 | 42.86% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 485 | $115,157.97 | $145,989.85 | $30,831.88 | 26.77% |
Adam Colby Wealth Group Ltd | 34,801 | $8.81M | $9.86M | $1.05M | 11.87% |
Chandler te Velde Maia Wealth LLC | 28,812 | $7.06M | $8.16M | $1.1M | 15.59% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 32,347 | $7.55M | $9.16M | $1.62M | 21.41% |