| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 28,327 | $865,706.12 | $1M | $138,769.3 | 16.03% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 15,241 | $438,432.31 | $542,122.37 | $103,690.06 | 23.65% |
Taylor Wagner Valued Wealth Advisors LLC | 860 | $23,115.4 | $30,272 | $7,156.6 | 30.96% |
Dane Grouell Turning Point Benefit Group, Inc. | 10,804 | $314,830.74 | $388,349.78 | $73,519.04 | 23.35% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 53,025 | $1.18M | $1.9M | $719,326.18 | 60.78% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,774 | $296,927 | $312,266.66 | $15,339.66 | 5.17% |
Mark Fonville Fonville Wealth Management LLC | 9,234 | $278,569.04 | $330,023.16 | $51,454.12 | 18.47% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 44,612 | $1.32M | $1.58M | $267,396.25 | 20.31% |
Cody Gehman Stonebridge Financial Group, LLC | 5,817 | $209,005 | $206,502.92 | -$2,502.08 | -1.2% |
Kent Keister Bear Mountain Capital, Inc. | 33 | $1,140 | $1,172.82 | $32.82 | 2.88% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2.22M | $47.81M | $78.26M | $30.46M | 63.7% |
Joshua Stipcich Tidemark, LLC | 3,278 | $80,536.64 | $117,352.4 | $36,815.76 | 45.71% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 64,049 | $1.78M | $2.27M | $487,301.27 | 27.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,579 | $75,869.18 | $92,328.2 | $16,459.02 | 21.69% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 8,080 | $273,441 | $289,102.4 | $15,661.4 | 5.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 317,627 | $9.88M | $11.41M | $1.52M | 15.41% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 14,563 | $334,058.54 | $521,428.21 | $187,369.67 | 56.09% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 362,906 | $7.56M | $13.01M | $5.45M | 72.07% |
Matthew Stead Sachetta, LLC | 59,907 | $1.43M | $2.15M | $715,666.25 | 50.04% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 16,953 | $398,613.11 | $609,121.29 | $210,508.18 | 52.81% |