| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Stillman Evernest Financial Advisors, LLC | 18,149 | $988,383.81 | $1.16M | $172,698.46 | 17.47% |
Joshua Stipcich Tidemark, LLC | 13,350 | $670,310.42 | $848,592.75 | $178,282.33 | 26.6% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,604 | $857,666.88 | $1.12M | $260,451.18 | 30.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,594 | $201,473.45 | $228,488.55 | $27,015.1 | 13.41% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 20,565 | $1.05M | $1.31M | $257,165.17 | 24.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,411 | $188,002.45 | $215,950.41 | $27,947.96 | 14.87% |
Matthew Stead Sachetta, LLC | 13,566 | $738,057.6 | $863,543.73 | $125,486.13 | 17% |
Chandler te Velde Maia Wealth LLC | 3,081 | $208,146 | $195,951.6 | -$12,194.4 | -5.86% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 83,963 | $4.89M | $5.32M | $428,982.26 | 8.76% |
Michael Herman Apollon Financial, LLC | 22,468 | $1.18M | $1.43M | $252,420.46 | 21.46% |
Christopher Griffith Stablepoint Partners, LLC | 6,409 | $322,137.74 | $407,868.76 | $85,731.02 | 26.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 165,486 | $8.11M | $10.59M | $2.47M | 30.5% |
Angela Mari Abich Financial Wealth Management LLC | 315,310 | $17.83M | $19.99M | $2.16M | 12.12% |
Ryan M Palmer Optimist Retirement Group LLC | 4,820 | $235,035.44 | $308,383.6 | $73,348.16 | 31.21% |
Tammy Trenta FF Advisors,LLC | 191,508 | $9.92M | $12.25M | $2.33M | 23.5% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 7,532 | $401,945.03 | $479,788.4 | $77,843.37 | 19.37% |
D. Garet Strange Hobbs Group Advisors, LLC | 16,697 | $813,538.71 | $1.07M | $256,238.08 | 31.5% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 29,240 | $1.98M | $1.88M | -$98,830.8 | -5% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,648 | $854,499 | $809,788.2 | -$44,710.8 | -5.23% |
Michael Bailey MGB Wealth Management, LLC | 13,366 | $652,942.9 | $850,478.58 | $197,535.68 | 30.25% |