| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Gehman Stonebridge Financial Group, LLC | 70,795 | $6.48M | $8.38M | $1.9M | 29.38% |
Wayne Atkins VCI Wealth Management LLC | 31,802 | $2.9M | $3.76M | $851,761.94 | 29.33% |
Kent Keister Bear Mountain Capital, Inc. | 152 | $13,421.06 | $18,053.04 | $4,631.98 | 34.51% |
Curtis Burkholder Bare Financial Services, Inc | 38 | $4,542.48 | $4,479.06 | -$63.42 | -1.4% |
Thomas Hood Alternative Investment Advisors, LLC. | 4,249 | $357,748.34 | $504,063.97 | $146,315.63 | 40.9% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,241 | $221,489.56 | $265,849.83 | $44,360.27 | 20.03% |
Kevin Stillman Evernest Financial Advisors, LLC | 29,279 | $2.67M | $3.48M | $813,196.92 | 30.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,278 | $118,491.31 | $151,851.96 | $33,360.65 | 28.15% |
Joshua Stipcich Tidemark, LLC | 879 | $55,484.13 | $104,473.54 | $48,989.41 | 88.29% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 52,408 | $3.95M | $6.22M | $2.27M | 57.52% |
Andrea Butler Sequent Planning LLC | 5,290 | $423,472.37 | $626,336 | $202,863.63 | 47.9% |
Jaran Day OPINICUS CAPITAL, INC. | 2,825 | $280,319.1 | $333,590.12 | $53,271.02 | 19% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,335 | $275,618.42 | $393,096.45 | $117,478.03 | 42.62% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 114,953 | $6.05M | $13.68M | $7.62M | 125.98% |
Wynn Capital LLC Wynn Capital, LLC | 35,742 | $2.33M | $4.21M | $1.88M | 80.66% |
David Ragan Grunden Financial Advisory, Inc. | 2,266 | $204,732.77 | $268,668.29 | $63,935.52 | 31.23% |
Rob Dainard Hara Capital LLC | 420 | $33,915 | $49,783.48 | $15,868.48 | 46.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 536 | $58,387.86 | $63,700.92 | $5,313.06 | 9.1% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 4,144 | $367,753.59 | $491,271.2 | $123,517.61 | 33.59% |
RENEE BRUNNER Elite Life Management LLC | 4,062 | $438,731.45 | $481,550.1 | $42,818.65 | 9.76% |