| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,404 | $196,883.84 | $250,829.82 | $53,945.98 | 27.4% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 16,305 | $683,540.52 | $928,651.27 | $245,110.75 | 35.86% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,915 | $248,042.38 | $336,888.82 | $88,846.44 | 35.82% |
Wayne Atkins VCI Wealth Management LLC | 4,276 | $191,180.16 | $243,539.58 | $52,359.42 | 27.39% |
Curtis Burkholder Bare Financial Services, Inc | 704 | $29,511.68 | $40,032.96 | $10,521.28 | 35.65% |
Kevin Stillman Evernest Financial Advisors, LLC | 24,323 | $695,470.67 | $1.39M | $689,845.79 | 99.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,542 | $213,271.96 | $201,415.83 | -$11,856.13 | -5.56% |
Joshua Stipcich Tidemark, LLC | 8,569 | $394,515.85 | $487,276.18 | $92,760.33 | 23.51% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,584 | $697,294.24 | $943,049.16 | $245,754.92 | 35.24% |
Andrea Butler Sequent Planning LLC | 19,578 | $889,235.03 | $1.11M | $224,067.94 | 25.2% |
Jaran Day OPINICUS CAPITAL, INC. | 26,167 | $1.12M | $1.49M | $373,680.49 | 33.46% |
Rob Dainard Hara Capital LLC | 3,880 | $184,717.03 | $220,636.2 | $35,919.17 | 19.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,681 | $216,137.93 | $266,185.06 | $50,047.13 | 23.16% |
JORDAN GREEN Valley Financial Group, Inc. | 4,696 | $287,677 | $267,038.04 | -$20,638.96 | -7.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,196 | $292,091.36 | $353,295.92 | $61,204.56 | 20.95% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 13,761 | $697,424.95 | $782,519.26 | $85,094.31 | 12.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,220 | $74,756 | $69,509.5 | -$5,246.5 | -7.02% |
Neil Greenspan Fielder Capital Group LLC | 253,690 | $11.01M | $14.45M | $3.44M | 31.25% |
Chandler te Velde Maia Wealth LLC | 4,697 | $202,072.34 | $267,094.9 | $65,022.56 | 32.18% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 75,189 | $4.06M | $4.28M | $227,518.3 | 5.61% |