| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 2,496 | $162,676.45 | $174,283.2 | $11,606.75 | 7.13% |
Andrea Butler Sequent Planning LLC | 48,293 | $2.94M | $3.38M | $441,516.88 | 15.02% |
Jaran Day OPINICUS CAPITAL, INC. | 65,900 | $3.18M | $4.62M | $1.44M | 45.29% |
Luke Bunch OxenFree Capital LLC | 135,769 | $8.96M | $9.48M | $516,437.04 | 5.76% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 7,118 | $456,154.25 | $499,967.61 | $43,813.36 | 9.6% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 48,376 | $2.5M | $3.38M | $876,687.62 | 35.08% |
Bryan Gleason 14B Captial Management LP | 14,000 | $874,580 | $976,500 | $101,920 | 11.65% |
Rob Dainard Hara Capital LLC | 47 | $3,011.76 | $3,296.11 | $284.35 | 9.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,120 | $353,253.45 | $427,329 | $74,075.55 | 20.97% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 201,100 | $10.44M | $14.04M | $3.6M | 34.45% |
RENEE BRUNNER Elite Life Management LLC | 167,050 | $8.66M | $11.66M | $3M | 34.6% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 62,398 | $3.54M | $4.38M | $834,183.77 | 23.56% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 157,483 | $8.11M | $11.06M | $2.94M | 36.3% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 9,257 | $525,435.99 | $650,165.39 | $124,729.4 | 23.74% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 699,721 | $41.39M | $48.98M | $7.59M | 18.35% |
Matthew Stead Sachetta, LLC | 13,356 | $675,896.26 | $931,981.68 | $256,085.42 | 37.89% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,496 | $224,093.46 | $245,489.12 | $21,395.66 | 9.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 457 | $30,131.69 | $32,097.39 | $1,965.7 | 6.52% |
Adam Colby Wealth Group Ltd | 5,545 | $282,019.35 | $387,817.3 | $105,797.95 | 37.51% |
Neil Greenspan Fielder Capital Group LLC | 21,578 | $1.18M | $1.51M | $331,524.3 | 28.05% |