| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 7,109 | $276,429.61 | $383,032.92 | $106,603.31 | 38.56% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,173 | $120,309.59 | $171,056.43 | $50,746.84 | 42.18% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 804 | $30,310.6 | $43,319.52 | $13,008.92 | 42.92% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 847 | $38,937 | $45,661.77 | $6,724.77 | 17.27% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 149,028 | $4.7M | $7.87M | $3.16M | 67.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,501 | $367,556.48 | $404,378.91 | $36,822.43 | 10.02% |
Taylor Wagner Valued Wealth Advisors LLC | 321 | $13,124.93 | $17,305.11 | $4,180.18 | 31.85% |
Mark Fonville Fonville Wealth Management LLC | 6,843 | $256,306.97 | $368,906.13 | $112,599.16 | 43.93% |
Cody Gehman Stonebridge Financial Group, LLC | 9,772 | $424,313.24 | $526,808.52 | $102,495.28 | 24.16% |
Curtis Burkholder Bare Financial Services, Inc | 809 | $34,205.56 | $43,548.47 | $9,342.91 | 27.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 61 | $2,369.85 | $3,283.63 | $913.78 | 38.56% |
Joshua Stipcich Tidemark, LLC | 127 | $5,838 | $6,836.41 | $998.41 | 17.1% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 29,546 | $1.1M | $1.59M | $487,331.01 | 44.18% |
Wynn Capital LLC Wynn Capital, LLC | 7,164 | $294,799.39 | $385,638.12 | $90,838.73 | 30.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 765 | $35,158.99 | $41,179.95 | $6,020.96 | 17.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 28,703 | $1.2M | $1.54M | $346,470 | 28.95% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,052 | $227,174.11 | $325,779.16 | $98,605.05 | 43.41% |
Matthew Stead Sachetta, LLC | 183 | $7,982.37 | $9,506.85 | $1,524.48 | 19.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,341 | $61,647 | $72,219.55 | $10,572.55 | 17.15% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,026 | $499,495 | $538,997.76 | $39,502.76 | 7.91% |