| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 121 | $20,012.15 | $33,135.24 | $13,123.09 | 65.58% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 166 | $20,259 | $45,267.37 | $25,008.37 | 123.44% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,623 | $834,658.07 | $2.09M | $1.26M | 150.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,689 | $547,961.69 | $464,475 | -$83,486.69 | -15.24% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $6,958.94 | $7,055.36 | $96.42 | 1.39% |
Steven JE Manders BKM Wealth Management, LLC | 4,231 | $1.05M | $1.16M | $110,133.4 | 10.48% |
Darin Sadow Freestone Grove Partners LP | 250,000 | $62.09M | $68.72M | $6.62M | 10.67% |
Julie Beswick Advantage Trust Co | 2 | $497 | $544.86 | $47.86 | 9.63% |
Cody Gehman Stonebridge Financial Group, LLC | 2,232 | $649,683.91 | $610,362.72 | -$39,321.19 | -6.05% |
Curtis Burkholder Bare Financial Services, Inc | 762 | $247,613.2 | $209,550 | -$38,063.2 | -15.37% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,535 | $403,315.67 | $420,697.45 | $17,381.78 | 4.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,074 | $512,189.92 | $562,800.64 | $50,610.72 | 9.88% |
Joshua Stipcich Tidemark, LLC | 8 | $1,770.5 | $2,178.64 | $408.14 | 23.05% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,335 | $279,360.47 | $362,339.02 | $82,978.55 | 29.7% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,835 | $372,256.27 | $504,606.65 | $132,350.38 | 35.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 189 | $65,361.89 | $51,515.73 | -$13,846.16 | -21.18% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,974 | $490,329 | $541,419.05 | $51,090.05 | 10.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,901 | $1.54M | $1.62M | $78,672.55 | 5.1% |
Craig Silberg EVERPAR ADVISORS LLC | 1,427 | $471,370.47 | $389,556.73 | -$81,813.74 | -17.36% |
Ellwood Derricks Partnership Wealth Management, LLC | 4,489 | $547,658 | $1.23M | $684,639.83 | 125.01% |