| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,732 | $1.25M | $1.84M | $586,677.8 | 46.84% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $6,991.48 | $9,671.2 | $2,679.72 | 38.33% |
Darin Sadow Freestone Grove Partners LP | 226,238 | $113.43M | $156.6M | $43.17M | 38.06% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 19,300 | $10.24M | $12.99M | $2.75M | 26.83% |
Anthony Blagrove Traveka Wealth, LLC | 576 | $283,090.51 | $387,763.21 | $104,672.7 | 36.97% |
Curtis Burkholder Bare Financial Services, Inc | 48 | $23,726.9 | $33,431.52 | $9,704.62 | 40.9% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $3,242.5 | $4,153.02 | $910.52 | 28.08% |
Joshua Stipcich Tidemark, LLC | 26 | $12,927.6 | $17,981.86 | $5,054.26 | 39.1% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,317 | $1.21M | $1.56M | $345,739.98 | 28.48% |
Rob Dainard Hara Capital LLC | 910 | $483,019 | $612,612.01 | $129,593.01 | 26.83% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 115 | $55,348.14 | $79,532.85 | $24,184.71 | 43.7% |
Dustin Schick Evergreen Private Wealth LLC | 13,754 | $7.17M | $9.61M | $2.44M | 34.03% |
Christy Clarin Portfolio Design Labs, LLC | 3,046 | $1.5M | $2.05M | $549,321.17 | 36.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,264 | $3.4M | $4.36M | $964,237.63 | 28.37% |
Craig Silberg EVERPAR ADVISORS LLC | 1,569 | $830,626.71 | $1.06M | $225,624.11 | 27.16% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,195 | $631,709.54 | $792,332.77 | $160,623.23 | 25.43% |
Matthew Stead Sachetta, LLC | 136 | $73,089.02 | $94,122.88 | $21,033.86 | 28.78% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20 | $9,830.76 | $13,929.8 | $4,099.04 | 41.7% |
Neil Greenspan Fielder Capital Group LLC | 475 | $234,544.35 | $319,770 | $85,225.65 | 36.34% |
Scott Noble Boomfish Wealth Group, LLC | 5,460 | $2.71M | $3.83M | $1.11M | 40.99% |