| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 26,965 | $3.54M | $5.43M | $1.89M | 53.45% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,594 | $339,215.59 | $318,656.54 | -$20,559.05 | -6.06% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,633 | $338,861.4 | $329,343.44 | -$9,517.96 | -2.81% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,791 | $343,927.85 | $357,501.51 | $13,573.66 | 3.95% |
Julie Beswick Advantage Trust Co | 175 | $35,109 | $35,598.5 | $489.5 | 1.39% |
Wayne Atkins VCI Wealth Management LLC | 1,076 | $242,440.96 | $215,361.4 | -$27,079.56 | -11.17% |
Curtis Burkholder Bare Financial Services, Inc | 112 | $22,396.94 | $22,272.32 | -$124.62 | -0.56% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,520 | $367,057.93 | $308,575.2 | -$58,482.73 | -15.93% |
Joshua Stipcich Tidemark, LLC | 40 | $8,488.22 | $7,878 | -$610.22 | -7.19% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,465 | $310,880.76 | $294,948.45 | -$15,932.31 | -5.12% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,398 | $546,945.56 | $691,323.1 | $144,377.54 | 26.4% |
Bryan Gleason 14B Captial Management LP | 20,000 | $4.26M | $4.01M | -$244,400 | -5.74% |
David Ragan Grunden Financial Advisory, Inc. | 886 | $214,731 | $178,254.34 | -$36,476.66 | -16.99% |
Rob Dainard Hara Capital LLC | 2,390 | $313,376.8 | $481,943.5 | $168,566.7 | 53.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 250 | $51,517.34 | $49,275 | -$2,242.34 | -4.35% |
Christy Clarin Portfolio Design Labs, LLC | 8,061 | $1.72M | $1.63M | -$94,858.73 | -5.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,885 | $2.57M | $2.7M | $130,903.33 | 5.1% |
Craig Silberg EVERPAR ADVISORS LLC | 3,456 | $496,855.76 | $696,902.4 | $200,046.64 | 40.26% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 21,176 | $2.78M | $4.26M | $1.48M | 53.44% |
Matthew Stead Sachetta, LLC | 359 | $66,859.76 | $71,062.25 | $4,202.49 | 6.29% |