| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 2,788 | $275,914.14 | $600,033.36 | $324,119.22 | 117.47% |
Cody Gehman Stonebridge Financial Group, LLC | 20,021 | $2.39M | $4.31M | $1.92M | 80.21% |
Wayne Atkins VCI Wealth Management LLC | 21,472 | $4.12M | $4.77M | $650,881.49 | 15.79% |
Kent Keister Bear Mountain Capital, Inc. | 148 | $13,420.81 | $31,852.56 | $18,431.75 | 137.34% |
Curtis Burkholder Bare Financial Services, Inc | 144 | $22,630.38 | $30,991.68 | $8,361.3 | 36.95% |
Kevin Stillman Evernest Financial Advisors, LLC | 8,394 | $899,283.36 | $1.87M | $966,786.78 | 107.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $252.42 | $668.28 | $415.86 | 164.75% |
Joshua Stipcich Tidemark, LLC | 629 | $89,224.5 | $140,971.48 | $51,746.98 | 58% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 24,208 | $2.11M | $5.21M | $3.1M | 146.47% |
Andrea Butler Sequent Planning LLC | 3,116 | $319,203.88 | $694,774.52 | $375,570.64 | 117.66% |
Jaran Day OPINICUS CAPITAL, INC. | 12,276 | $1.1M | $2.64M | $1.54M | 140.8% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,499 | $199,540.8 | $322,614.78 | $123,073.98 | 61.68% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,382 | $233,862.2 | $512,654.04 | $278,791.84 | 119.21% |
Wynn Capital LLC Wynn Capital, LLC | 12,805 | $1.11M | $2.76M | $1.65M | 149.16% |
Rob Dainard Hara Capital LLC | 4,240 | $356,753.97 | $950,268.8 | $593,514.83 | 166.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 114 | $21,949.46 | $24,535.08 | $2,585.62 | 11.78% |
Dustin Schick Evergreen Private Wealth LLC | 1,471 | $134,356.76 | $316,588.62 | $182,231.86 | 135.63% |
RENEE BRUNNER Elite Life Management LLC | 1,039 | $190,714.1 | $230,980.09 | $40,265.99 | 21.11% |
Christy Clarin Portfolio Design Labs, LLC | 30,917 | $4.52M | $6.93M | $2.41M | 53.18% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 5,406 | $502,804.55 | $1.2M | $699,003.31 | 139.02% |