| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 155,265 | $5.98M | $7.79M | $1.81M | 30.3% |
Andy Bloom MB Generational Wealth, LLC | 15,535 | $577,346.21 | $779,701.65 | $202,355.44 | 35.05% |
Cody Gehman Stonebridge Financial Group, LLC | 4,854 | $190,776.07 | $243,622.26 | $52,846.19 | 27.7% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,385 | $153,865.93 | $169,893.15 | $16,027.22 | 10.42% |
Joshua Stipcich Tidemark, LLC | 1,007 | $35,680.76 | $50,541.33 | $14,860.57 | 41.65% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 36,594 | $1.31M | $1.84M | $522,263.37 | 39.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 9,457 | $427,680.94 | $474,646.83 | $46,965.89 | 10.98% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 43,023 | $1.58M | $2.16M | $576,689.31 | 36.44% |
JORDAN GREEN Valley Financial Group, Inc. | 17,008 | $612,735.55 | $853,631.52 | $240,895.97 | 39.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,230 | $1.63M | $1.92M | $289,474.29 | 17.77% |
Matthew Stead Sachetta, LLC | 1,419 | $64,233.71 | $71,219.61 | $6,985.9 | 10.88% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 70,740 | $3.23M | $3.55M | $322,701.89 | 10% |
Ellwood Derricks Partnership Wealth Management, LLC | 58,854 | $2.42M | $2.95M | $538,006.48 | 22.27% |
Chandler te Velde Maia Wealth LLC | 48,538 | $2M | $2.44M | $440,746.16 | 22.09% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 204,658 | $8.29M | $10.27M | $1.98M | 23.93% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,869 | $237,387.81 | $344,755.11 | $107,367.3 | 45.23% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 11,824 | $453,802 | $593,446.56 | $139,644.56 | 30.77% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 140 | $5,512 | $7,026.6 | $1,514.6 | 27.48% |
Sharon Allen Sterling Wealth Management, Inc. | 7,905 | $282,629.89 | $396,751.95 | $114,122.06 | 40.38% |
Michael Herman Apollon Financial, LLC | 11,169 | $523,457.23 | $560,572.11 | $37,114.88 | 7.09% |