| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CARL LYMANGOOD Petros Family Wealth, LLC | 226 | $241,788.05 | $380,648.41 | $138,860.36 | 57.43% |
Timothy Bolger Arrow Capital Pty Ltd | 1,650 | $3.28M | $2.72M | -$561,643.5 | -17.11% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 111 | $221,088 | $184,727.31 | -$36,360.69 | -16.45% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 18 | $13,292.28 | $29,516.08 | $16,223.8 | 122.05% |
Jeffrey McGrath Cetera Trust Company, N.A | 535 | $406,226 | $890,352.35 | $484,126.35 | 119.18% |
Jonathon Gold Gold Investment Management Ltd. | 1,875 | $1.43M | $3.11M | $1.68M | 116.84% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 290 | $355,186.88 | $482,642.65 | $127,455.77 | 35.88% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,251 | $2.08M | $3.75M | $1.67M | 80.49% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 462 | $426,355.71 | $757,546.02 | $331,190.31 | 77.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,652 | $2.53M | $4.4M | $1.87M | 73.82% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $15,369.88 | $21,339.76 | $5,969.88 | 38.84% |
Steven JE Manders BKM Wealth Management, LLC | 1,102 | $845,548.31 | $1.85M | $1.01M | 118.92% |
Darin Sadow Freestone Grove Partners LP | 269 | $287,792.34 | $440,869.48 | $153,077.14 | 53.19% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 229 | $455,582 | $381,820.86 | -$73,761.14 | -16.19% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 291 | $400,408.56 | $485,679 | $85,270.44 | 21.3% |
Anthony Blagrove Traveka Wealth, LLC | 694 | $555,377.29 | $1.15M | $595,684.17 | 107.26% |
Cody Gehman Stonebridge Financial Group, LLC | 145 | $285,624.7 | $241,921.62 | -$43,703.08 | -15.3% |
Curtis Burkholder Bare Financial Services, Inc | 44 | $64,828.99 | $72,927.36 | $8,098.37 | 12.49% |
Keisuke Ichihara Rakuten Securities, Inc. | 467 | $502,014.75 | $766,589.84 | $264,575.09 | 52.7% |
Joshua Stipcich Tidemark, LLC | 425 | $420,040.73 | $700,336.25 | $280,295.52 | 66.73% |