| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Donald Hatcher Solutions 4 Wealth, Ltd | 5,244 | $199,525.51 | $271,534.32 | $72,008.81 | 36.09% |
PETER KRUSSEL Southland Equity Partners LLC | 9,449 | $312,668.69 | $485,584.11 | $172,915.42 | 55.3% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 271,025 | $7.75M | $14.62M | $6.87M | 88.58% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 6,504 | $234,004.36 | $334,240.56 | $100,236.2 | 42.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 52,636 | $2.73M | $2.72M | -$12,455.7 | -0.46% |
Taylor Wagner Valued Wealth Advisors LLC | 1,878 | $89,486.02 | $96,303.84 | $6,817.82 | 7.62% |
Steven JE Manders BKM Wealth Management, LLC | 5,054 | $225,302.21 | $259,725.06 | $34,422.85 | 15.28% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 59,168 | $2.07M | $3.19M | $1.12M | 54.1% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 52,315 | $2.06M | $2.82M | $758,357.11 | 36.73% |
Mark Fonville Fonville Wealth Management LLC | 3,623 | $176,638.95 | $186,185.97 | $9,547.02 | 5.4% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 20,547 | $760,389.1 | $1.11M | $348,327.02 | 45.81% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 4,449 | $217,094.51 | $229,991.05 | $12,896.54 | 5.94% |
Anthony Blagrove Traveka Wealth, LLC | 8,652 | $334,881.94 | $466,861.92 | $131,979.98 | 39.41% |
Julie Beswick Advantage Trust Co | 2,250 | $117,337.5 | $121,410 | $4,072.5 | 3.47% |
Cody Gehman Stonebridge Financial Group, LLC | 7,727 | $358,902.65 | $416,948.92 | $58,046.27 | 16.17% |
Wayne Atkins VCI Wealth Management LLC | 37,355 | $1.74M | $1.94M | $199,016.15 | 11.46% |
Curtis Burkholder Bare Financial Services, Inc | 1,380 | $68,905.34 | $71,346 | $2,440.66 | 3.54% |
Kevin Stillman Evernest Financial Advisors, LLC | 18,986 | $753,204.35 | $1.02M | $271,280.21 | 36.02% |
Keisuke Ichihara Rakuten Securities, Inc. | 323 | $17,765 | $16,561.82 | -$1,203.18 | -6.77% |
Joshua Stipcich Tidemark, LLC | 4,164 | $160,664.9 | $213,925.5 | $53,260.6 | 33.15% |