| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Deven Mouton CAP Partners, LLC | 4,501 | $241,049.1 | $255,296.72 | $14,247.62 | 5.91% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,083 | $352,804.23 | $401,641.51 | $48,837.28 | 13.84% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $5,697 | $5,897.32 | $200.32 | 3.52% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 72,540 | $3.51M | $4.11M | $607,425.31 | 17.32% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 4,060 | $188,710.83 | $230,283.2 | $41,572.37 | 22.03% |
Darin Sadow Freestone Grove Partners LP | 2 | $109.54 | $113.41 | $3.87 | 3.53% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 39,677 | $2.09M | $2.25M | $163,565.24 | 7.84% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 189,103 | $7.28M | $10.72M | $3.44M | 47.2% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 24,072 | $1.11M | $1.37M | $252,479.77 | 22.69% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 62,628 | $2.37M | $3.55M | $1.18M | 49.61% |
Cody Gehman Stonebridge Financial Group, LLC | 537,284 | $28.8M | $30.47M | $1.66M | 5.77% |
Wayne Atkins VCI Wealth Management LLC | 29,360 | $1.54M | $1.66M | $120,325.19 | 7.79% |
Curtis Burkholder Bare Financial Services, Inc | 1,217 | $45,759 | $68,924.79 | $23,165.79 | 50.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 106 | $5,279.86 | $6,003.31 | $723.45 | 13.7% |
Joshua Stipcich Tidemark, LLC | 1,224 | $50,896.17 | $69,321.24 | $18,425.07 | 36.2% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 15,610 | $618,651.38 | $884,072.35 | $265,420.97 | 42.9% |
Andrea Butler Sequent Planning LLC | 8,928 | $464,100.38 | $505,637.28 | $41,536.9 | 8.95% |
Jaran Day OPINICUS CAPITAL, INC. | 10,929 | $477,663.16 | $619,728.94 | $142,065.78 | 29.74% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 836 | $43,781.37 | $47,346.86 | $3,565.49 | 8.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,696 | $241,771.07 | $265,347.48 | $23,576.41 | 9.75% |