| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven JE Manders BKM Wealth Management, LLC | 5,211 | $1.24M | $1.92M | $682,932.72 | 55.13% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,292 | $569,264.18 | $845,197.92 | $275,933.74 | 48.47% |
Mark Heider Peirce Capital Management, LLC | 11,192 | $3.28M | $4.13M | $845,261.72 | 25.76% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,489 | $1.31M | $1.66M | $341,549.39 | 26% |
Brad Sayre Shared Vision Wealth Group LLC | 2,683 | $636,399 | $989,383.08 | $352,984.08 | 55.47% |
Kate Ring Stash Investments, LLC | 321,432 | $82.99M | $118.53M | $35.55M | 42.83% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 75,725 | $20.99M | $27.92M | $6.93M | 33.01% |
Kaitlyn Barnes Financial Architects, LLC | 78,072 | $18.6M | $28.79M | $10.19M | 54.78% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,043 | $316,999.34 | $384,616.68 | $67,617.34 | 21.33% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 81,162 | $19.36M | $29.93M | $10.56M | 54.56% |
Mark Fonville Fonville Wealth Management LLC | 39,970 | $12.43M | $14.74M | $2.31M | 18.61% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,402 | $425,763 | $517,001.52 | $91,238.52 | 21.43% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 53,610 | $12.72M | $19.77M | $7.05M | 55.45% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,029 | $1.13M | $1.49M | $356,954 | 31.62% |
Andy Bloom MB Generational Wealth, LLC | 5,802 | $1.46M | $2.14M | $682,986.99 | 46.89% |
Anthony Blagrove Traveka Wealth, LLC | 18,652 | $4.67M | $6.88M | $2.2M | 47.14% |
JP Tarbutton LHM, INC. | 336,896 | $83.84M | $124.23M | $40.4M | 48.19% |
Michel Del Buono a16z Perennial Management, L.P. | 44,959 | $15.07M | $16.58M | $1.51M | 9.99% |
Julie Beswick Advantage Trust Co | 3,149 | $882,925.1 | $1.16M | $278,300.14 | 31.52% |
Cody Gehman Stonebridge Financial Group, LLC | 14,586 | $4.26M | $5.38M | $1.12M | 26.32% |