| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,357 | $288,678.67 | $382,456.88 | $93,778.21 | 32.49% |
Anthony Blagrove Traveka Wealth, LLC | 1,408 | $263,349.68 | $396,056.32 | $132,706.64 | 50.39% |
JP Tarbutton LHM, INC. | 30,665 | $5.67M | $8.56M | $2.9M | 51.08% |
Wayne Atkins VCI Wealth Management LLC | 10,776 | $2.34M | $3.01M | $666,370.9 | 28.47% |
Curtis Burkholder Bare Financial Services, Inc | 156 | $36,581.63 | $43,542.72 | $6,961.09 | 19.03% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,435 | $1.23M | $1.82M | $586,481.5 | 47.7% |
Keisuke Ichihara Rakuten Securities, Inc. | 245 | $65,668.25 | $67,730.25 | $2,062 | 3.14% |
Joshua Stipcich Tidemark, LLC | 90 | $15,990 | $24,790.95 | $8,800.95 | 55.04% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,886 | $870,117.07 | $1.09M | $222,820.43 | 25.61% |
Jaran Day OPINICUS CAPITAL, INC. | 1,338 | $245,798.32 | $373,220.38 | $127,422.06 | 51.84% |
Wynn Capital LLC Wynn Capital, LLC | 5,387 | $941,574.42 | $1.5M | $562,045.02 | 59.69% |
David Ragan Grunden Financial Advisory, Inc. | 34,515 | $5.88M | $9.67M | $3.79M | 64.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 307 | $63,864.17 | $84,547.8 | $20,683.63 | 32.39% |
Christy Clarin Portfolio Design Labs, LLC | 5,010 | $917,970.16 | $1.41M | $495,000.14 | 53.92% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,095 | $2.76M | $4.24M | $1.47M | 53.32% |
Craig Silberg EVERPAR ADVISORS LLC | 2,198 | $432,923.05 | $618,660.07 | $185,737.02 | 42.9% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 35,330 | $7.81M | $9.9M | $2.09M | 26.79% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,694 | $288,844.76 | $480,672.5 | $191,827.74 | 66.41% |
Matthew Stead Sachetta, LLC | 1,577 | $314,847.59 | $436,907.85 | $122,060.26 | 38.77% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,565 | $493,884.12 | $715,942.8 | $222,058.68 | 44.96% |