| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,480 | $372,885.6 | $657,208.8 | $284,323.2 | 76.25% |
Taylor Wagner Valued Wealth Advisors LLC | 128 | $25,788.26 | $57,121.28 | $31,333.02 | 121.5% |
Darin Sadow Freestone Grove Partners LP | 171,632 | $34.11M | $76.32M | $42.22M | 123.78% |
Dane Grouell Turning Point Benefit Group, Inc. | 6,455 | $948,381.95 | $2.83M | $1.89M | 198.76% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 839 | $218,490 | $382,969.93 | $164,479.93 | 75.28% |
Cody Gehman Stonebridge Financial Group, LLC | 817 | $216,467.68 | $372,927.81 | $156,460.13 | 72.28% |
Curtis Burkholder Bare Financial Services, Inc | 79 | $15,089.36 | $35,080.74 | $19,991.38 | 132.49% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 800 | $208,352 | $355,544 | $147,192 | 70.65% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,180 | $512,426.4 | $1.91M | $1.4M | 272.35% |
Keisuke Ichihara Rakuten Securities, Inc. | 65 | $16,060.22 | $29,006.9 | $12,946.68 | 80.61% |
Sam Tedawes Quantessence Capital LLC | 797 | $196,922.88 | $353,820.18 | $156,897.3 | 79.67% |
Joshua Stipcich Tidemark, LLC | 78 | $10,140 | $34,915.14 | $24,775.14 | 244.33% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,742 | $231,407.7 | $775,041.93 | $543,634.23 | 234.92% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 522 | $202,332 | $232,128.18 | $29,796.18 | 14.73% |
Rob Dainard Hara Capital LLC | 4,395 | $571,350 | $2.02M | $1.45M | 253.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 147 | $20,850.38 | $65,753.1 | $44,902.72 | 215.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,635 | $2.56M | $9.03M | $6.47M | 252.57% |
Craig Silberg EVERPAR ADVISORS LLC | 1,550 | $385,018.32 | $712,659 | $327,640.68 | 85.1% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,608 | $607,049.82 | $2.1M | $1.5M | 246.49% |
Matthew Stead Sachetta, LLC | 264 | $38,572.87 | $117,519.6 | $78,946.73 | 204.67% |