| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Branson FLOYD FINANCIAL GROUP LLC | 20,735 | $2.74M | $3.73M | $991,260.71 | 36.21% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,750 | $319,045.12 | $511,170 | $192,124.88 | 60.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 66,681 | $7.83M | $12.31M | $4.48M | 57.14% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,186 | $483,889.52 | $594,220.83 | $110,331.31 | 22.8% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 18,522 | $2.12M | $3.33M | $1.21M | 57.33% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,682 | $198,730.15 | $302,490.88 | $103,760.73 | 52.21% |
Cody Gehman Stonebridge Financial Group, LLC | 164,145 | $30.27M | $29.52M | -$748,523.59 | -2.47% |
Wayne Atkins VCI Wealth Management LLC | 4,556 | $609,344.49 | $819,351.04 | $210,006.55 | 34.46% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,813 | $415,445.45 | $706,510.77 | $291,065.32 | 70.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $818.41 | $1,115.28 | $296.87 | 36.27% |
Joshua Stipcich Tidemark, LLC | 171 | $19,611.42 | $31,658.94 | $12,047.52 | 61.43% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,347 | $407,026.74 | $422,084.48 | $15,057.74 | 3.7% |
Andrea Butler Sequent Planning LLC | 11,340 | $1.69M | $2.12M | $429,357.33 | 25.47% |
Jaran Day OPINICUS CAPITAL, INC. | 2,300 | $349,109.34 | $413,632 | $64,522.66 | 18.48% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,219 | $225,823 | $225,685.66 | -$137.34 | -0.06% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 8,996 | $1.03M | $1.62M | $591,008.67 | 57.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 138 | $21,505.68 | $24,817.92 | $3,312.24 | 15.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,246 | $974,595.86 | $1.16M | $186,410.62 | 19.13% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,491 | $231,528 | $268,141.44 | $36,613.44 | 15.81% |
Matthew Stead Sachetta, LLC | 610 | $94,028 | $109,702.4 | $15,674.4 | 16.67% |