| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LHS Lori H. Snead MontVue Capital Management, Inc. | 62,493 | $2.37M | $3.49M | $1.12M | 47.49% |
Cody Gehman Stonebridge Financial Group, LLC | 514,665 | $27.59M | $28.79M | $1.2M | 4.34% |
Wayne Atkins VCI Wealth Management LLC | 30,059 | $1.58M | $1.68M | $101,597.29 | 6.42% |
Curtis Burkholder Bare Financial Services, Inc | 1,217 | $45,759 | $68,194.59 | $22,435.59 | 49.03% |
Keisuke Ichihara Rakuten Securities, Inc. | 246 | $12,785.23 | $13,694.82 | $909.59 | 7.11% |
Joshua Stipcich Tidemark, LLC | 1,350 | $57,651.26 | $75,107.25 | $17,455.99 | 30.28% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,858 | $685,557.37 | $944,216.58 | $258,659.21 | 37.73% |
Andrea Butler Sequent Planning LLC | 13,070 | $686,160.7 | $731,070.45 | $44,909.75 | 6.55% |
Jaran Day OPINICUS CAPITAL, INC. | 9,210 | $413,031.58 | $515,161.35 | $102,129.77 | 24.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 836 | $43,781.37 | $46,510.86 | $2,729.49 | 6.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,696 | $241,771.07 | $263,187.32 | $21,416.25 | 8.86% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,924 | $209,341.28 | $275,940.96 | $66,599.68 | 31.81% |
Carol Smith Access Investment Management LLC | 400 | $20,948 | $22,426 | $1,478 | 7.06% |
Chandler te Velde Maia Wealth LLC | 6,589 | $334,384.55 | $368,951.05 | $34,566.5 | 10.34% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 55,027 | $2.95M | $3.07M | $114,438.62 | 3.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 91,965 | $3.99M | $5.12M | $1.13M | 28.28% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 8,501 | $359,160.13 | $476,651.07 | $117,490.94 | 32.71% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,089 | $41,888.8 | $60,651.85 | $18,763.05 | 44.79% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 44,086 | $2.33M | $2.46M | $132,624.07 | 5.7% |
Michael Herman Apollon Financial, LLC | 146,127 | $7.31M | $8.18M | $876,883.64 | 12% |