| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Dodds Crown Oak Advisors, LLC | 471,800 | $32.81M | $43.39M | $10.58M | 32.26% |
Wayne Atkins VCI Wealth Management LLC | 25,509 | $2.35M | $2.4M | $44,630.18 | 1.9% |
Curtis Burkholder Bare Financial Services, Inc | 193 | $17,736.27 | $18,172.88 | $436.61 | 2.46% |
Keisuke Ichihara Rakuten Securities, Inc. | 4 | $378.66 | $367.76 | -$10.9 | -2.88% |
Sam Tedawes Quantessence Capital LLC | 2,963 | $273,396 | $277,647.91 | $4,251.91 | 1.56% |
Joshua Stipcich Tidemark, LLC | 55 | $4,111.56 | $5,170.82 | $1,059.26 | 25.76% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,822 | $644,325.64 | $810,212.48 | $165,886.84 | 25.75% |
Jaran Day OPINICUS CAPITAL, INC. | 4,086 | $286,635.47 | $383,981.85 | $97,346.38 | 33.96% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 4,755 | $319,559.77 | $447,825.9 | $128,266.13 | 40.14% |
Wynn Capital LLC Wynn Capital, LLC | 28,415 | $1.98M | $2.68M | $698,991.14 | 35.35% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 104 | $9,969.56 | $9,789 | -$180.56 | -1.81% |
Christy Clarin Portfolio Design Labs, LLC | 16,072 | $1.53M | $1.49M | -$38,162.42 | -2.49% |
Paul Cohen Marest Capital, LLC | 2,398 | $221,268 | $220,400.18 | -$867.82 | -0.39% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,257 | $1.9M | $2.25M | $351,957.77 | 18.53% |
Craig Silberg EVERPAR ADVISORS LLC | 4,568 | $383,568.49 | $421,580.72 | $38,012.23 | 9.91% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 14,088 | $992,430.05 | $1.32M | $322,966.51 | 32.54% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,838 | $270,945 | $265,296.24 | -$5,648.76 | -2.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 393 | $36,919.55 | $37,004.88 | $85.33 | 0.23% |
Neil Greenspan Fielder Capital Group LLC | 4,540 | $344,659.12 | $418,996.6 | $74,337.48 | 21.57% |
Chandler te Velde Maia Wealth LLC | 22,367 | $1.63M | $2.06M | $431,633.67 | 26.5% |