| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $79,710 | $93,440 | $13,730 | 17.22% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 400 | $33,296 | $37,360 | $4,064 | 12.21% |
PETER KRUSSEL Southland Equity Partners LLC | 3,873 | $328,479.99 | $361,738.2 | $33,258.21 | 10.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,667 | $293,354.5 | $343,231.2 | $49,876.7 | 17% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,755 | $1.61M | $1.74M | $124,136.48 | 7.69% |
Taylor Wagner Valued Wealth Advisors LLC | 118 | $11,142.43 | $11,101.44 | -$40.99 | -0.37% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 17,486 | $1.53M | $1.62M | $86,205.48 | 5.62% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 52,069 | $4.16M | $4.87M | $707,394.64 | 17% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,566 | $235,214 | $240,126.28 | $4,912.28 | 2.09% |
Anthony Blagrove Traveka Wealth, LLC | 4,744 | $427,785.59 | $445,746.24 | $17,960.65 | 4.2% |
Julie Beswick Advantage Trust Co | 798 | $70,556.72 | $74,980.08 | $4,423.36 | 6.27% |
Curtis Burkholder Bare Financial Services, Inc | 270 | $24,067.96 | $25,020.9 | $952.94 | 3.96% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,817 | $247,620.08 | $263,924.73 | $16,304.65 | 6.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $711.18 | $846.94 | $135.76 | 19.09% |
Joshua Stipcich Tidemark, LLC | 33 | $2,813 | $3,063.88 | $250.88 | 8.92% |
Rob Dainard Hara Capital LLC | 11 | $1,142 | $1,027.51 | -$114.49 | -10.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 41 | $3,384.9 | $3,808.9 | $424 | 12.53% |
Christy Clarin Portfolio Design Labs, LLC | 11,543 | $926,397.47 | $1.08M | $153,681.04 | 16.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17,477 | $1.51M | $1.62M | $110,004.93 | 7.28% |
Craig Silberg EVERPAR ADVISORS LLC | 4,152 | $331,282.59 | $387,838.32 | $56,555.73 | 17.07% |