| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 980 | $125,775.96 | $156,506 | $30,730.04 | 24.43% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 51,652 | $5.78M | $8.28M | $2.5M | 43.28% |
Andrea Butler Sequent Planning LLC | 1,948 | $293,076.73 | $312,654 | $19,577.27 | 6.68% |
Jaran Day OPINICUS CAPITAL, INC. | 12,772 | $1.46M | $2.04M | $580,993.48 | 39.75% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,696 | $387,894.12 | $431,238.68 | $43,344.56 | 11.17% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 4,909 | $547,992 | $784,163.66 | $236,171.66 | 43.1% |
Wynn Capital LLC Wynn Capital, LLC | 6,009 | $742,065.3 | $961,199.64 | $219,134.34 | 29.53% |
Rob Dainard Hara Capital LLC | 1,056 | $125,722.34 | $169,445.76 | $43,723.42 | 34.78% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,219 | $174,867.92 | $194,601.16 | $19,733.24 | 11.28% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,500 | $390,704.67 | $558,635 | $167,930.33 | 42.98% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 2,000 | $242,138.4 | $319,260 | $77,121.6 | 31.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,503 | $3.11M | $3.9M | $785,160.91 | 25.23% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 31,464 | $3.94M | $5.07M | $1.13M | 28.61% |
Matthew Stead Sachetta, LLC | 1,357 | $175,930.94 | $216,828.24 | $40,897.3 | 23.25% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,670 | $201,326.97 | $267,124.85 | $65,797.88 | 32.68% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 107 | $15,847 | $17,116.79 | $1,269.79 | 8.01% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,123 | $1.72M | $1.94M | $220,600.59 | 12.81% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 221,781 | $25.58M | $35.5M | $9.91M | 38.74% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 3,862 | $484,956.62 | $622,110.27 | $137,153.65 | 28.28% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 70 | $7,815 | $11,213.3 | $3,398.3 | 43.48% |