| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 10,296 | $195,503.68 | $310,012.56 | $114,508.88 | 58.57% |
Jon Deven Mouton CAP Partners, LLC | 435,396 | $9.05M | $13.2M | $4.15M | 45.89% |
Taylor Wagner Valued Wealth Advisors LLC | 858 | $21,999.34 | $25,748.58 | $3,749.24 | 17.04% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 220,413 | $5.14M | $6.67M | $1.53M | 29.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 60,465 | $1.16M | $1.82M | $668,062.17 | 57.8% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 39,698 | $756,165.24 | $1.2M | $446,684.16 | 59.07% |
| MG Melissa Glennie Capital Management Associates, Inc | 60,180 | $1.33M | $1.82M | $494,793.51 | 37.22% |
Cody Gehman Stonebridge Financial Group, LLC | 12,757 | $302,751.62 | $384,878.69 | $82,127.07 | 27.13% |
Thomas Hood Alternative Investment Advisors, LLC. | 34,605 | $610,684.61 | $1.05M | $437,500.84 | 71.64% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1.24M | $23.91M | $37.12M | $13.21M | 55.27% |
Kevin Stillman Evernest Financial Advisors, LLC | 20,242 | $385,012.33 | $613,737.44 | $228,725.11 | 59.41% |
Joshua Stipcich Tidemark, LLC | 1,275 | $33,482.02 | $38,594.25 | $5,112.23 | 15.27% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,924 | $208,581.43 | $238,591.64 | $30,010.21 | 14.39% |
Wynn Capital LLC Wynn Capital, LLC | 81,015 | $1.52M | $2.46M | $935,723.25 | 61.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 58,394 | $1.49M | $1.77M | $275,023.68 | 18.43% |
RENEE BRUNNER Elite Life Management LLC | 480,523 | $10.74M | $14.54M | $3.8M | 35.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 62,801 | $1.49M | $1.9M | $409,457.83 | 27.48% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,472 | $202,927.47 | $287,569.92 | $84,642.45 | 41.71% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 78,586 | $1.48M | $2.38M | $899,175.57 | 60.66% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 4,623 | $118,534 | $140,308.05 | $21,774.05 | 18.37% |