| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 23,029 | $4.7M | $5.11M | $403,858.3 | 8.59% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,223 | $2.14M | $2.26M | $121,986.61 | 5.69% |
Taylor Wagner Valued Wealth Advisors LLC | 31 | $7,493.89 | $6,877.97 | -$615.92 | -8.22% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 4,193 | $910,384.16 | $933,864.96 | $23,480.8 | 2.58% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 41,197 | $8.46M | $9.18M | $719,639.75 | 8.51% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,230 | $737,713.87 | $716,995.4 | -$20,718.47 | -2.81% |
Anthony Blagrove Traveka Wealth, LLC | 1,061 | $222,556.7 | $236,305.92 | $13,749.22 | 6.18% |
Julie Beswick Advantage Trust Co | 440 | $114,690.45 | $97,988 | -$16,702.45 | -14.56% |
Cody Gehman Stonebridge Financial Group, LLC | 1,594 | $291,276.81 | $355,015.68 | $63,738.87 | 21.88% |
Kent Keister Bear Mountain Capital, Inc. | 358 | $90,071.58 | $79,733.76 | -$10,337.82 | -11.48% |
Curtis Burkholder Bare Financial Services, Inc | 125 | $23,312.59 | $27,648.75 | $4,336.16 | 18.6% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,609 | $1.44M | $1.25M | -$189,979.67 | -13.2% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,858 | $339,188.81 | $410,673.74 | $71,484.93 | 21.08% |
Joshua Stipcich Tidemark, LLC | 3 | $628.6 | $668.16 | $39.56 | 6.29% |
Jaran Day OPINICUS CAPITAL, INC. | 2,810 | $607,828.77 | $625,843.2 | $18,014.43 | 2.96% |
Wynn Capital LLC Wynn Capital, LLC | 3,422 | $583,623 | $762,147.84 | $178,524.84 | 30.59% |
Rob Dainard Hara Capital LLC | 810 | $123,152 | $179,641.8 | $56,489.8 | 45.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 306 | $64,036.07 | $67,671.9 | $3,635.83 | 5.68% |
Christy Clarin Portfolio Design Labs, LLC | 5,318 | $1.15M | $1.18M | $35,972.14 | 3.13% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,349 | $285,028.97 | $300,449.28 | $15,420.31 | 5.41% |