| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 466 | $336,918 | $208,129.58 | -$128,788.42 | -38.23% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,475 | $379,090.98 | $628,386.87 | $249,295.89 | 65.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 43,622 | $8.32M | $18.76M | $10.44M | 125.51% |
Taylor Wagner Valued Wealth Advisors LLC | 190 | $56,628.06 | $81,263 | $24,634.94 | 43.5% |
Steven JE Manders BKM Wealth Management, LLC | 400 | $289,200 | $178,652 | -$110,548 | -38.23% |
Darin Sadow Freestone Grove Partners LP | 663 | $170,384.36 | $284,758.5 | $114,374.14 | 67.13% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,699 | $355,664.6 | $758,824.37 | $403,159.77 | 113.35% |
Dane Grouell Turning Point Benefit Group, Inc. | 419 | $143,210.01 | $181,307.58 | $38,097.57 | 26.6% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 452 | $326,796 | $193,682 | -$133,114 | -40.73% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,288 | $314,351.65 | $575,259.44 | $260,907.79 | 83% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,302 | $320,686.76 | $581,512.26 | $260,825.5 | 81.33% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,369 | $449,129.74 | $1.06M | $608,936.73 | 135.58% |
Anthony Blagrove Traveka Wealth, LLC | 1,436 | $279,839.32 | $641,360.68 | $361,521.36 | 129.19% |
Cody Gehman Stonebridge Financial Group, LLC | 1,020 | $359,514.47 | $455,562.6 | $96,048.13 | 26.72% |
Wayne Atkins VCI Wealth Management LLC | 490 | $354,270 | $211,199.8 | -$143,070.2 | -40.38% |
Curtis Burkholder Bare Financial Services, Inc | 349 | $101,334.69 | $150,073.49 | $48,738.8 | 48.1% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,803 | $2.35M | $1.62M | -$728,587.38 | -31.01% |
Joshua Stipcich Tidemark, LLC | 1,110 | $260,399.49 | $475,945.8 | $215,546.31 | 82.78% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 875 | $349,387 | $390,801.25 | $41,414.25 | 11.85% |
Jaran Day OPINICUS CAPITAL, INC. | 5,086 | $868,931.91 | $2.19M | $1.32M | 151.98% |