| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 11,775 | $888,979.67 | $1.36M | $471,974.83 | 53.09% |
Kevin Stillman Evernest Financial Advisors, LLC | 18,184 | $1.6M | $2.1M | $500,325.89 | 31.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 7,480 | $547,253.42 | $845,987.99 | $298,734.57 | 54.59% |
Joshua Stipcich Tidemark, LLC | 9,776 | $610,076.98 | $1.11M | $495,588.6 | 81.23% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,896 | $270,280.78 | $327,914.08 | $57,633.3 | 21.32% |
Andrea Butler Sequent Planning LLC | 13,016 | $891,795.02 | $1.47M | $580,314.55 | 65.07% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 4,040 | $244,789.85 | $466,943.2 | $222,153.35 | 90.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,128 | $97,999.68 | $127,576.8 | $29,577.12 | 30.18% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 5,760 | $348,480 | $665,892.86 | $317,412.86 | 91.08% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,496 | $737,599.14 | $962,002.08 | $224,402.94 | 30.42% |
Craig Silberg EVERPAR ADVISORS LLC | 7,479 | $618,560.41 | $845,874.89 | $227,314.48 | 36.75% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,888 | $636,497.11 | $1.14M | $506,618.97 | 79.59% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,448 | $495,648.82 | $629,823.67 | $134,174.85 | 27.07% |
Nicole Davis Northwest Financial Advisors | 3,728 | $347,930.51 | $430,980.66 | $83,050.15 | 23.87% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,256 | $458,328.46 | $605,885.4 | $147,556.94 | 32.19% |
Adam Colby Wealth Group Ltd | 266,045 | $17.08M | $30.12M | $13.05M | 76.4% |
Chandler te Velde Maia Wealth LLC | 11,568 | $791,430.7 | $1.34M | $545,904.14 | 68.98% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 21,688 | $1.68M | $2.45M | $772,097.83 | 45.94% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 23,788 | $1.38M | $2.69M | $1.31M | 94.39% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 4,456 | $346,342.6 | $515,142.12 | $168,799.52 | 48.74% |