| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 336 | $77,130.33 | $91,627.2 | $14,496.87 | 18.8% |
Steven JE Manders BKM Wealth Management, LLC | 992 | $244,508 | $270,518.4 | $26,010.4 | 10.64% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,948 | $2.41M | $2.71M | $299,235.6 | 12.4% |
Darin Sadow Freestone Grove Partners LP | 3,216 | $760,165.91 | $877,003.2 | $116,837.29 | 15.37% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,323 | $2.29M | $2.54M | $256,511.69 | 11.22% |
Brad Sayre Shared Vision Wealth Group LLC | 980 | $222,294.17 | $267,246 | $44,951.83 | 20.22% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,170 | $771,481.68 | $864,459 | $92,977.32 | 12.05% |
Anthony Blagrove Traveka Wealth, LLC | 3,558 | $816,318.15 | $970,266.6 | $153,948.45 | 18.86% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,032 | $745,042.96 | $826,826.4 | $81,783.44 | 10.98% |
Julie Beswick Advantage Trust Co | 386 | $88,810.91 | $105,262.2 | $16,451.29 | 18.52% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $12,549.48 | $14,725.8 | $2,176.32 | 17.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $684.15 | $818.1 | $133.95 | 19.58% |
Joshua Stipcich Tidemark, LLC | 1,212 | $297,517.54 | $330,512.4 | $32,994.86 | 11.09% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,304 | $563,704.31 | $628,300.8 | $64,596.49 | 11.46% |
Andrea Butler Sequent Planning LLC | 1,161 | $272,803.41 | $316,604.7 | $43,801.29 | 16.06% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,102 | $1.5M | $1.66M | $166,871.01 | 11.15% |
Wynn Capital LLC Wynn Capital, LLC | 1,398 | $337,147.6 | $381,234.6 | $44,087 | 13.08% |
Rob Dainard Hara Capital LLC | 2,365 | $580,891 | $644,935.5 | $64,044.5 | 11.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 83 | $20,137 | $22,634.1 | $2,497.1 | 12.4% |
Christy Clarin Portfolio Design Labs, LLC | 854 | $207,198 | $232,885.8 | $25,687.8 | 12.4% |