| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,841 | $326,319.14 | $423,526.31 | $97,207.17 | 29.79% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 15,688 | $657,675.88 | $934,220.4 | $276,544.52 | 42.05% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,801 | $243,263.5 | $345,449.55 | $102,186.05 | 42.01% |
Wayne Atkins VCI Wealth Management LLC | 4,443 | $200,049.65 | $264,580.65 | $64,531 | 32.26% |
Curtis Burkholder Bare Financial Services, Inc | 704 | $29,511.68 | $41,923.2 | $12,411.52 | 42.06% |
Kevin Stillman Evernest Financial Advisors, LLC | 24,313 | $695,193.17 | $1.45M | $752,645.98 | 108.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,039 | $186,169.21 | $185,470.17 | -$699.04 | -0.38% |
Joshua Stipcich Tidemark, LLC | 7,832 | $359,725.76 | $450,183.36 | $90,457.6 | 25.15% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,923 | $715,297.76 | $1.01M | $292,466.89 | 40.89% |
Andrea Butler Sequent Planning LLC | 19,636 | $892,315.46 | $1.22M | $323,349.3 | 36.24% |
Jaran Day OPINICUS CAPITAL, INC. | 25,249 | $1.08M | $1.5M | $425,400.44 | 39.46% |
Rob Dainard Hara Capital LLC | 4,416 | $213,184.02 | $265,754.88 | $52,570.86 | 24.66% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,254 | $155,625.99 | $193,775.7 | $38,149.71 | 24.51% |
JORDAN GREEN Valley Financial Group, Inc. | 4,758 | $290,969.81 | $294,567.78 | $3,597.97 | 1.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,196 | $292,091.36 | $378,141.88 | $86,050.52 | 29.46% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 14,388 | $730,724.93 | $856,805.4 | $126,080.47 | 17.25% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 100 | $6,127.54 | $6,191 | $63.46 | 1.04% |
Neil Greenspan Fielder Capital Group LLC | 256,177 | $11.14M | $15.26M | $4.11M | 36.88% |
Chandler te Velde Maia Wealth LLC | 4,698 | $202,125.46 | $279,765.9 | $77,640.44 | 38.41% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 75,189 | $4.06M | $4.48M | $421,129.98 | 10.38% |