| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 57,567 | $3.04M | $5.22M | $2.18M | 71.69% |
Amir Har-El Savvy Advisors, Inc. | 3,563 | $290,374.41 | $323,270.99 | $32,896.58 | 11.33% |
Kevin M. Fox Fox Financial, Inc | 303,648 | $17.83M | $27.55M | $9.72M | 54.5% |
Cindi Hill Keener Financial Planning LLC | 1.14M | $75.21M | $103.74M | $28.53M | 37.94% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 8,395 | $582,528.95 | $761,678.35 | $179,149.4 | 30.75% |
Mark Heider Peirce Capital Management, LLC | 7,992 | $598,520.57 | $725,114.16 | $126,593.59 | 21.15% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,727 | $653,663.24 | $822,868.83 | $169,205.59 | 25.89% |
Joshua Stipcich Tidemark, LLC | 1,046 | $67,131.54 | $98,198.48 | $31,066.94 | 46.28% |
Emily Priebe Priebe Wealth Holdings LLC | 17,655 | $1.04M | $1.6M | $561,726.67 | 54.01% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,184 | $190,151.18 | $288,884.32 | $98,733.14 | 51.92% |
Andrea Butler Sequent Planning LLC | 31,671 | $2.54M | $2.99M | $444,224.61 | 17.48% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 427 | $35,463.44 | $40,052.6 | $4,589.16 | 12.94% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,630 | $220,692.49 | $329,349.9 | $108,657.41 | 49.23% |
Ellwood Derricks Partnership Wealth Management, LLC | 5,421 | $341,165.65 | $491,847.33 | $150,681.68 | 44.17% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 471 | $42,763 | $44,410.59 | $1,647.59 | 3.85% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,550 | $413,095 | $412,821.5 | -$273.5 | -0.07% |
James Morris FMA Wealth Management, LLC | 18,990 | $1.16M | $1.72M | $565,875.49 | 48.91% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 868,980 | $64.38M | $78.84M | $14.46M | 22.46% |
| MB Matthieu Balmer Climber Capital SA | 18,160 | $1.3M | $1.65M | $351,848.12 | 27.15% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,542 | $163,183.47 | $230,635.66 | $67,452.19 | 41.34% |