| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven JE Manders BKM Wealth Management, LLC | 1,049 | $223,823.83 | $310,823.94 | $87,000.11 | 38.87% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 1,168 | $253,493.65 | $345,984.96 | $92,491.31 | 36.49% |
Mark Heider Peirce Capital Management, LLC | 1,978 | $518,077.36 | $582,877.04 | $64,799.68 | 12.51% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,717 | $2.84M | $3.77M | $925,284.6 | 32.56% |
Brad Sayre Shared Vision Wealth Group LLC | 1,141 | $243,492 | $338,084 | $94,592 | 38.85% |
Mark Fonville Fonville Wealth Management LLC | 43,425 | $9.41M | $12.87M | $3.46M | 36.72% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 918 | $195,996.47 | $272,007.99 | $76,011.52 | 38.78% |
| MG Melissa Glennie Capital Management Associates, Inc | 41,904 | $9.81M | $12.42M | $2.61M | 26.56% |
Anthony Blagrove Traveka Wealth, LLC | 7,028 | $1.5M | $2.08M | $581,926.29 | 38.8% |
Julie Beswick Advantage Trust Co | 1,405 | $351,582.84 | $416,308.52 | $64,725.68 | 18.41% |
Cody Gehman Stonebridge Financial Group, LLC | 1,440 | $346,780.4 | $426,556.8 | $79,776.4 | 23% |
Kent Keister Bear Mountain Capital, Inc. | 48,633 | $10.26M | $14.4M | $4.15M | 40.43% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,120 | $724,093.09 | $924,471.6 | $200,378.51 | 27.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 334 | $86,155.73 | $98,937.48 | $12,781.75 | 14.84% |
Joshua Stipcich Tidemark, LLC | 64 | $14,133.3 | $18,958.08 | $4,824.78 | 34.14% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,428 | $777,107.94 | $1.01M | $231,478.22 | 29.79% |
Andrea Butler Sequent Planning LLC | 2,085 | $491,215.36 | $617,618.7 | $126,403.34 | 25.73% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 20,141 | $4.32M | $5.97M | $1.65M | 38.15% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 29,137 | $6.26M | $8.63M | $2.38M | 37.96% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 50,381 | $10.87M | $14.94M | $4.06M | 37.37% |