| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Grouell Turning Point Benefit Group, Inc. | 33,416 | $2.83M | $2.83M | -$8,008.56 | -0.28% |
Kaitlyn Barnes Financial Architects, LLC | 71,385 | $4.19M | $6.04M | $1.85M | 44.28% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,785 | $192,612.8 | $235,583.15 | $42,970.35 | 22.31% |
Mark Fonville Fonville Wealth Management LLC | 19,905 | $1.19M | $1.68M | $496,882.4 | 41.86% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 139,022 | $8.27M | $11.76M | $3.49M | 42.21% |
Anthony Blagrove Traveka Wealth, LLC | 9,643 | $589,637.89 | $815,701.37 | $226,063.48 | 38.34% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 122,607 | $7.93M | $10.37M | $2.44M | 30.75% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $4,010 | $4,398.68 | $388.68 | 9.69% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 14,568 | $881,329.65 | $1.23M | $350,977.47 | 39.82% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,163 | $163,176.53 | $189,349.02 | $26,172.49 | 16.04% |
Joshua Stipcich Tidemark, LLC | 752 | $44,115.81 | $65,296.16 | $21,180.35 | 48.01% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,137 | $242,029.89 | $272,385.71 | $30,355.82 | 12.54% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 313,550 | $18.63M | $26.52M | $7.9M | 42.38% |
Bryan Gleason 14B Captial Management LP | 14,000 | $1.06M | $1.18M | $128,100 | 12.13% |
Rob Dainard Hara Capital LLC | 700 | $45,318 | $60,781 | $15,463 | 34.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,500 | $123,276.05 | $126,885 | $3,608.95 | 2.93% |
JORDAN GREEN Valley Financial Group, Inc. | 12,719 | $777,262.37 | $1.12M | $338,193.93 | 43.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,265 | $1.17M | $1.6M | $425,663.89 | 36.28% |
Craig Silberg EVERPAR ADVISORS LLC | 11,079 | $854,302 | $937,172.61 | $82,870.61 | 9.7% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,032 | $209,635.7 | $256,476.88 | $46,841.18 | 22.34% |