| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kent Keister Bear Mountain Capital, Inc. | 13,449 | $3.19M | $4.96M | $1.77M | 55.61% |
Curtis Burkholder Bare Financial Services, Inc | 10,193 | $2.42M | $3.76M | $1.34M | 55.27% |
Thomas Hood Alternative Investment Advisors, LLC. | 694 | $228,043.22 | $255,919.44 | $27,876.22 | 12.22% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,679 | $1.09M | $1.36M | $264,360.31 | 24.2% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,606 | $866,923.29 | $960,988.56 | $94,065.27 | 10.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 858 | $248,656.96 | $316,396.08 | $67,739.12 | 27.24% |
Joshua Stipcich Tidemark, LLC | 4,018 | $1.02M | $1.48M | $460,397.26 | 45.08% |
Emily Priebe Priebe Wealth Holdings LLC | 9,951 | $2.36M | $3.67M | $1.31M | 55.45% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,321 | $3.71M | $5.28M | $1.57M | 42.27% |
Andrea Butler Sequent Planning LLC | 12,070 | $3.29M | $4.45M | $1.16M | 35.4% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 8,449 | $2.37M | $3.12M | $747,907.68 | 31.59% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 16,284 | $4.03M | $6M | $1.98M | 49.14% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,564 | $673,924.56 | $945,500.64 | $271,576.08 | 40.3% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 20,458 | $5.21M | $7.54M | $2.34M | 44.87% |
Bryan Gleason 14B Captial Management LP | 1,500 | $502,905 | $553,140 | $50,235 | 9.99% |
David Ragan Grunden Financial Advisory, Inc. | 610 | $204,376 | $224,943.6 | $20,567.6 | 10.06% |
Rob Dainard Hara Capital LLC | 1,165 | $373,744 | $429,605.4 | $55,861.4 | 14.95% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,657 | $548,001.09 | $611,035.32 | $63,034.23 | 11.5% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 55,742 | $13.65M | $20.56M | $6.91M | 50.63% |
Dustin Schick Evergreen Private Wealth LLC | 516 | $129,627.05 | $190,280.16 | $60,653.11 | 46.79% |