| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,378 | $218,319.84 | $255,269.16 | $36,949.32 | 16.92% |
Cody Gehman Stonebridge Financial Group, LLC | 11,970 | $296,545.82 | $323,908.2 | $27,362.38 | 9.23% |
Wayne Atkins VCI Wealth Management LLC | 18,125 | $378,155.34 | $489,465.62 | $111,310.28 | 29.44% |
Joshua Stipcich Tidemark, LLC | 7,923 | $193,264.9 | $213,009.85 | $19,744.95 | 10.22% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 45,920 | $901,085.49 | $1.24M | $338,065.71 | 37.52% |
Andrea Butler Sequent Planning LLC | 11,560 | $282,591.4 | $312,813.6 | $30,222.2 | 10.69% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 13,778 | $281,318 | $371,248.21 | $89,930.21 | 31.97% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,635 | $72,980 | $70,841.97 | -$2,138.03 | -2.93% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 17,269 | $320,283.8 | $465,399.55 | $145,115.75 | 45.31% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 2,720 | $65,447.36 | $73,358.4 | $7,911.04 | 12.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 155,326 | $3.63M | $4.18M | $549,806.95 | 15.16% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 14,672 | $337,365.21 | $399,336.63 | $61,971.42 | 18.37% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 8,562 | $237,176 | $230,874.33 | -$6,301.67 | -2.66% |
Matthew Stead Sachetta, LLC | 15,831 | $304,699.92 | $426,328.83 | $121,628.91 | 39.92% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 32,206 | $628,096.43 | $870,689.21 | $242,592.78 | 38.62% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 241,321 | $5.03M | $6.52M | $1.49M | 29.73% |
Neil Greenspan Fielder Capital Group LLC | 40,959 | $786,822.39 | $1.11M | $320,708.97 | 40.76% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 33,995 | $802,022.54 | $916,335.22 | $114,312.68 | 14.25% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 531,498 | $10.5M | $14.31M | $3.81M | 36.27% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 6,532 | $120,711.36 | $176,102.07 | $55,390.71 | 45.89% |