| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 871 | $65,446 | $71,583.13 | $6,137.13 | 9.38% |
PETER KRUSSEL Southland Equity Partners LLC | 4,804 | $304,197.63 | $395,008.9 | $90,811.27 | 29.85% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 75,451 | $4.68M | $6.2M | $1.53M | 32.63% |
Taylor Wagner Valued Wealth Advisors LLC | 50 | $3,361 | $4,109.25 | $748.25 | 22.26% |
Steven JE Manders BKM Wealth Management, LLC | 5,247 | $310,210.91 | $431,906.8 | $121,695.89 | 39.23% |
Mark Fonville Fonville Wealth Management LLC | 4,976 | $291,842.51 | $408,952.56 | $117,110.05 | 40.13% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 17,884 | $1M | $1.47M | $465,786.7 | 46.39% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,795 | $205,600 | $229,707.07 | $24,107.07 | 11.73% |
Andy Bloom MB Generational Wealth, LLC | 5,635 | $335,879.63 | $463,112.47 | $127,232.84 | 37.88% |
Anthony Blagrove Traveka Wealth, LLC | 11,232 | $630,700.2 | $923,101.92 | $292,401.72 | 46.36% |
Cody Gehman Stonebridge Financial Group, LLC | 11,369 | $665,062.68 | $934,361.26 | $269,298.58 | 40.49% |
Kent Keister Bear Mountain Capital, Inc. | 1,240 | $67,754 | $101,909.4 | $34,155.4 | 50.41% |
Keisuke Ichihara Rakuten Securities, Inc. | 302 | $22,626.21 | $24,847.05 | $2,220.84 | 9.82% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,050 | $205,021 | $250,938.75 | $45,917.75 | 22.4% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 135,689 | $7.72M | $11.16M | $3.45M | 44.68% |
JORDAN GREEN Valley Financial Group, Inc. | 71,423 | $4.38M | $5.88M | $1.5M | 34.21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 31,415 | $2.3M | $2.58M | $283,267.92 | 12.32% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 10,654 | $603,296.51 | $876,025.15 | $272,728.64 | 45.21% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 139,436 | $10.42M | $11.47M | $1.05M | 10.08% |
Adam Colby Wealth Group Ltd | 3,238 | $231,096 | $268,478.77 | $37,382.77 | 16.18% |