| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,606 | $1.65M | $2.43M | $777,800.98 | 47.03% |
Taylor Wagner Valued Wealth Advisors LLC | 192 | $36,299.55 | $56,597.76 | $20,298.21 | 55.92% |
Darin Sadow Freestone Grove Partners LP | 47,266 | $12.67M | $13.38M | $704,263.64 | 5.56% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,406 | $123,522.21 | $395,156.3 | $271,634.09 | 219.91% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $554 | $847.65 | $293.65 | 53.01% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $268 | $294.78 | $26.78 | 9.99% |
Joshua Stipcich Tidemark, LLC | 6 | $1,239.33 | $1,698.12 | $458.79 | 37.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,148 | $544,769.2 | $915,784.68 | $371,015.48 | 68.11% |
Matthew Stead Sachetta, LLC | 127 | $15,986.95 | $35,871.78 | $19,884.83 | 124.38% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 37 | $9,365.81 | $10,454.35 | $1,088.54 | 11.62% |
Neil Greenspan Fielder Capital Group LLC | 1,447 | $234,236.22 | $419,789.17 | $185,552.95 | 79.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 36,616 | $4.6M | $10.35M | $5.75M | 125.12% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,612 | $678,182.62 | $764,506.28 | $86,323.66 | 12.73% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 74 | $6,428 | $21,458.52 | $15,030.52 | 233.83% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,036 | $395,047.56 | $592,028.08 | $196,980.52 | 49.86% |
Ashley Meredith Abel Hall, LLC | 1,283 | $322,175.97 | $363,037.68 | $40,861.71 | 12.68% |
Lindsey Cooksen Cooksen Wealth, LLC | 10,640 | $1.11M | $3.02M | $1.91M | 171.88% |
Addis & Hill Inc. Addis & Hill, Inc | 5,473 | $475,962.77 | $1.6M | $1.12M | 235.85% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 11,017 | $1.92M | $3.25M | $1.33M | 69.34% |
Ian Jameson American Capital Advisory, LLC | 10 | $2,393.7 | $2,814.15 | $420.45 | 17.56% |