| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Grouell Turning Point Benefit Group, Inc. | 616 | $561,301.8 | $586,364.25 | $25,062.45 | 4.47% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 503 | $394,534.27 | $478,800.68 | $84,266.41 | 21.36% |
Mark Fonville Fonville Wealth Management LLC | 599 | $456,928.07 | $570,182.12 | $113,254.05 | 24.79% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,619 | $1.16M | $1.54M | $376,797.41 | 32.36% |
| MG Melissa Glennie Capital Management Associates, Inc | 400 | $377,864.97 | $380,756 | $2,891.03 | 0.77% |
Anthony Blagrove Traveka Wealth, LLC | 1,762 | $1.46M | $1.68M | $213,305.26 | 14.57% |
Cody Gehman Stonebridge Financial Group, LLC | 811 | $762,390.3 | $771,982.8 | $9,592.5 | 1.26% |
Kent Keister Bear Mountain Capital, Inc. | 960 | $796,611.16 | $913,814.41 | $117,203.25 | 14.71% |
Curtis Burkholder Bare Financial Services, Inc | 10 | $9,681.5 | $9,518.9 | -$162.6 | -1.68% |
Thomas Hood Alternative Investment Advisors, LLC. | 200 | $200,523 | $190,378 | -$10,145 | -5.06% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 691 | $547,370.34 | $657,756 | $110,385.66 | 20.17% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,186 | $764,410.97 | $1.12M | $359,739.11 | 47.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 140 | $127,059.14 | $133,264.6 | $6,205.46 | 4.88% |
Joshua Stipcich Tidemark, LLC | 785 | $680,486.96 | $747,908.75 | $67,421.79 | 9.91% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,851 | $1.38M | $1.76M | $385,082.97 | 27.97% |
Jaran Day OPINICUS CAPITAL, INC. | 2,061 | $1.46M | $1.96M | $503,447.67 | 34.52% |
Luke Bunch OxenFree Capital LLC | 349 | $252,744.39 | $332,209.61 | $79,465.22 | 31.44% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 383 | $329,964 | $364,573.87 | $34,609.87 | 10.49% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,264 | $851,560.46 | $1.2M | $351,628.51 | 41.29% |
Rob Dainard Hara Capital LLC | 868 | $572,949.34 | $826,240.53 | $253,291.19 | 44.21% |