| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 426,520 | $24.54M | $38.04M | $13.5M | 55.01% |
Brad Sayre Shared Vision Wealth Group LLC | 12,331 | $654,919.37 | $1.05M | $395,681.83 | 60.42% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 4,521 | $274,632.72 | $385,189.2 | $110,556.48 | 40.26% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 20,954 | $1.15M | $1.79M | $635,599.04 | 55.28% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 7,528 | $597,051.48 | $641,385.6 | $44,334.12 | 7.43% |
Mark Fonville Fonville Wealth Management LLC | 175,047 | $10.8M | $14.91M | $4.12M | 38.13% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 21,637 | $1.15M | $1.93M | $787,133.42 | 68.69% |
| MG Melissa Glennie Capital Management Associates, Inc | 108,116 | $8.17M | $9.21M | $1.05M | 12.81% |
Anthony Blagrove Traveka Wealth, LLC | 3,702 | $237,334.64 | $315,410.4 | $78,075.76 | 32.9% |
Julie Beswick Advantage Trust Co | 313,684 | $17.54M | $26.73M | $9.18M | 52.35% |
Cody Gehman Stonebridge Financial Group, LLC | 5,122 | $359,280.74 | $436,394.4 | $77,113.66 | 21.46% |
Kent Keister Bear Mountain Capital, Inc. | 774 | $48,858.75 | $65,944.8 | $17,086.05 | 34.97% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 7,799 | $598,750.52 | $664,474.8 | $65,724.28 | 10.98% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,022 | $292,801.6 | $356,590.52 | $63,788.92 | 21.79% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,928 | $130,233.97 | $171,341.36 | $41,107.39 | 31.56% |
Joshua Stipcich Tidemark, LLC | 1,251 | $75,236.86 | $111,826.89 | $36,590.03 | 48.63% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 77,280 | $4.86M | $6.58M | $1.72M | 35.46% |
Andrea Butler Sequent Planning LLC | 13,956 | $973,176.17 | $1.25M | $273,652.87 | 28.12% |
Jaran Day OPINICUS CAPITAL, INC. | 58,766 | $3.14M | $5.01M | $1.87M | 59.48% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 68,918 | $3.62M | $5.87M | $2.25M | 62.13% |