| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,950 | $233,853.41 | $245,368.5 | $11,515.09 | 4.92% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 12,664 | $934,820.95 | $1.59M | $658,310.25 | 70.42% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 9,057 | $574,213.68 | $1.11M | $540,159.6 | 94.07% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 19,451 | $1.7M | $2.4M | $692,004.01 | 40.6% |
Taylor Wagner Valued Wealth Advisors LLC | 231 | $16,457.76 | $28,701.75 | $12,243.99 | 74.4% |
Steven JE Manders BKM Wealth Management, LLC | 10,499 | $549,421.9 | $1.32M | $772,454.69 | 140.59% |
Darin Sadow Freestone Grove Partners LP | 393,359 | $44.61M | $48.19M | $3.58M | 8.02% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,042 | $305,203.48 | $505,896.72 | $200,693.24 | 65.76% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,420 | $758,642 | $686,253.3 | -$72,388.7 | -9.54% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,408 | $316,299.91 | $426,886.08 | $110,586.17 | 34.96% |
Anthony Blagrove Traveka Wealth, LLC | 2,308 | $235,388.88 | $292,839.04 | $57,450.16 | 24.41% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 27,741 | $1.68M | $3.49M | $1.82M | 108.33% |
Wayne Atkins VCI Wealth Management LLC | 17,468 | $2.44M | $2.15M | -$290,841.92 | -11.9% |
Curtis Burkholder Bare Financial Services, Inc | 323 | $35,029.35 | $39,790.37 | $4,761.02 | 13.59% |
Keisuke Ichihara Rakuten Securities, Inc. | 123 | $10,767.85 | $15,282.75 | $4,514.9 | 41.93% |
Sam Tedawes Quantessence Capital LLC | 4,070 | $569,637 | $499,470.4 | -$70,166.6 | -12.32% |
Joshua Stipcich Tidemark, LLC | 18 | $2,174.83 | $2,191.41 | $16.58 | 0.76% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,746 | $619,049.81 | $1.33M | $714,689.98 | 115.45% |
Jaran Day OPINICUS CAPITAL, INC. | 4,925 | $259,252.86 | $607,203.25 | $347,950.39 | 134.21% |
Rob Dainard Hara Capital LLC | 476 | $40,517.12 | $59,561.88 | $19,044.76 | 47% |