| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,012 | $577,369.2 | $663,302.64 | $85,933.44 | 14.88% |
Dane Grouell Turning Point Benefit Group, Inc. | 21,715 | $4.48M | $4.67M | $192,122.59 | 4.29% |
Kaitlyn Barnes Financial Architects, LLC | 3,415 | $655,440.5 | $734,259.13 | $78,818.63 | 12.03% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 31,171 | $5.6M | $6.7M | $1.11M | 19.76% |
Mark Fonville Fonville Wealth Management LLC | 22,727 | $3.96M | $4.89M | $930,917.31 | 23.53% |
Cody Gehman Stonebridge Financial Group, LLC | 951 | $182,515.82 | $204,474.5 | $21,958.68 | 12.03% |
Kevin Stillman Evernest Financial Advisors, LLC | 124,588 | $21.74M | $26.79M | $5.05M | 23.22% |
Keisuke Ichihara Rakuten Securities, Inc. | 11 | $2,111.08 | $2,431.88 | $320.8 | 15.2% |
Joshua Stipcich Tidemark, LLC | 231 | $39,727.97 | $50,840.79 | $11,112.82 | 27.97% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,996 | $1.25M | $1.5M | $258,785.82 | 20.78% |
Andrea Butler Sequent Planning LLC | 1,839 | $352,250.68 | $409,674.03 | $57,423.35 | 16.3% |
Bryan Gleason 14B Captial Management LP | 12,000 | $2.3M | $2.58M | $281,399.93 | 12.24% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,799 | $370,584.77 | $386,802.98 | $16,218.21 | 4.38% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 92,955 | $15.41M | $20.55M | $5.14M | 33.35% |
Paul Cohen Marest Capital, LLC | 1,604 | $307,936 | $344,876.03 | $36,940.03 | 12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,042 | $199,895.23 | $230,365.36 | $30,470.13 | 15.24% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 12,291 | $2.18M | $2.64M | $466,728.6 | 21.45% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 1,429 | $304,124 | $307,249.28 | $3,125.28 | 1.03% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 4,246 | $698,639.07 | $912,932.44 | $214,293.37 | 30.67% |
Ellwood Derricks Partnership Wealth Management, LLC | 118,841 | $21.94M | $25.55M | $3.61M | 16.46% |