| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,474 | $346,483.76 | $383,470 | $36,986.24 | 10.67% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,551 | $197,286.85 | $244,313.52 | $47,026.67 | 23.84% |
Brad Sayre Shared Vision Wealth Group LLC | 2,351 | $293,817.4 | $364,405 | $70,587.6 | 24.02% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 63,374 | $8.14M | $9.82M | $1.69M | 20.71% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,619 | $202,337.48 | $250,945 | $48,607.52 | 24.02% |
Cody Gehman Stonebridge Financial Group, LLC | 3,560 | $483,228.14 | $551,800 | $68,571.86 | 14.19% |
Kent Keister Bear Mountain Capital, Inc. | 104 | $13,611.3 | $16,120 | $2,508.7 | 18.43% |
Curtis Burkholder Bare Financial Services, Inc | 342 | $42,740 | $53,010 | $10,270 | 24.03% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,259 | $407,276.9 | $505,145 | $97,868.1 | 24.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 470 | $64,878.94 | $72,850 | $7,971.06 | 12.29% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 99,881 | $12.68M | $15.76M | $3.08M | 24.32% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 66,213 | $8.72M | $10.26M | $1.54M | 17.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,328 | $466,389.28 | $525,058.56 | $58,669.28 | 12.58% |
Matthew Stead Sachetta, LLC | 17,771 | $2.25M | $2.75M | $501,467.93 | 22.26% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 5,290 | $684,233.2 | $819,950 | $135,716.8 | 19.83% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,939 | $574,658.38 | $610,545 | $35,886.62 | 6.24% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,201 | $726,054.75 | $806,155 | $80,100.25 | 11.03% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 15,025 | $1.83M | $2.33M | $496,611.41 | 27.1% |
Michael Herman Apollon Financial, LLC | 2,428 | $305,193.24 | $376,340 | $71,146.76 | 23.31% |
| MB Matthieu Balmer Climber Capital SA | 41,113 | $5.58M | $6.37M | $793,307.29 | 14.22% |