| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 369,126 | $49M | $57.38M | $8.38M | 17.1% |
Taylor Wagner Valued Wealth Advisors LLC | 2,728 | $342,034.61 | $424,040.32 | $82,005.71 | 23.98% |
Steven JE Manders BKM Wealth Management, LLC | 2,825 | $320,563.09 | $439,118 | $118,554.91 | 36.98% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 7,091 | $764,247.09 | $1.1M | $337,977.95 | 44.22% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 2,325 | $250,635 | $361,398 | $110,763 | 44.19% |
Mark Heider Peirce Capital Management, LLC | 4,727 | $509,098.41 | $734,764.88 | $225,666.47 | 44.33% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,099 | $998,779.69 | $1.45M | $455,149.52 | 45.57% |
Dane Grouell Turning Point Benefit Group, Inc. | 5,969 | $683,793.45 | $927,821.36 | $244,027.91 | 35.69% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 35,202 | $4.81M | $5.47M | $658,976.88 | 13.69% |
Mark Fonville Fonville Wealth Management LLC | 9,399 | $1.07M | $1.46M | $394,101.98 | 36.94% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 9,099 | $996,162.14 | $1.46M | $460,587.85 | 46.24% |
Anthony Blagrove Traveka Wealth, LLC | 8,121 | $1.11M | $1.26M | $152,086.24 | 13.7% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,527 | $594,208.38 | $859,116.88 | $264,908.5 | 44.58% |
Christopher Dodds Crown Oak Advisors, LLC | 3,827 | $389,355.13 | $594,868.88 | $205,513.75 | 52.78% |
Julie Beswick Advantage Trust Co | 2,150 | $282,380 | $334,196 | $51,816 | 18.35% |
Cody Gehman Stonebridge Financial Group, LLC | 17,792 | $2.17M | $2.77M | $590,864.13 | 27.17% |
Curtis Burkholder Bare Financial Services, Inc | 675 | $92,287 | $104,922 | $12,635 | 13.69% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,513 | $261,036.75 | $390,620.72 | $129,583.97 | 49.64% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,924 | $573,572.23 | $746,626.12 | $173,053.89 | 30.17% |
Keisuke Ichihara Rakuten Securities, Inc. | 553 | $92,638.33 | $88,341.75 | -$4,296.58 | -4.64% |