| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 5,298 | $468,282.83 | $483,707.4 | $15,424.57 | 3.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,625 | $460,098.22 | $513,562.5 | $53,464.28 | 11.62% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $79,710 | $92,320 | $12,610 | 15.82% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 400 | $33,296 | $36,520 | $3,224 | 9.68% |
PETER KRUSSEL Southland Equity Partners LLC | 3,859 | $327,285.61 | $352,326.7 | $25,041.09 | 7.65% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,639 | $290,965.48 | $332,240.7 | $41,275.22 | 14.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,786 | $1.62M | $1.72M | $98,454.52 | 6.09% |
Taylor Wagner Valued Wealth Advisors LLC | 118 | $11,142.43 | $10,773.4 | -$369.03 | -3.31% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 17,486 | $1.53M | $1.6M | $62,074.8 | 4.05% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 52,069 | $4.16M | $4.81M | $645,172.19 | 15.5% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,566 | $235,214 | $235,943.7 | $729.7 | 0.31% |
Anthony Blagrove Traveka Wealth, LLC | 4,744 | $427,785.59 | $433,127.2 | $5,341.61 | 1.25% |
Julie Beswick Advantage Trust Co | 798 | $70,556.72 | $72,857.4 | $2,300.68 | 3.26% |
Curtis Burkholder Bare Financial Services, Inc | 270 | $24,067.96 | $24,651 | $583.04 | 2.42% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,817 | $247,620.08 | $261,981 | $14,360.92 | 5.8% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $711.18 | $830.88 | $119.7 | 16.83% |
Joshua Stipcich Tidemark, LLC | 33 | $2,813 | $3,077.58 | $264.58 | 9.41% |
Rob Dainard Hara Capital LLC | 11 | $1,142 | $1,015.41 | -$126.59 | -11.08% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 41 | $3,384.9 | $3,743.3 | $358.4 | 10.59% |
Christy Clarin Portfolio Design Labs, LLC | 11,543 | $926,397.47 | $1.07M | $139,136.86 | 15.02% |