| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Degree Advisors Inc. One Degree Advisors Inc | 1,518 | $226,361.26 | $298,787.94 | $72,426.68 | 32% |
Jonathon Gold Gold Investment Management Ltd. | 330 | $49,223 | $62,205 | $12,982 | 26.37% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,637 | $263,648.56 | $321,834.2 | $58,185.64 | 22.07% |
PETER KRUSSEL Southland Equity Partners LLC | 17,618 | $2.55M | $3.47M | $915,860.74 | 35.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 63,957 | $10.44M | $12.59M | $2.14M | 20.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 394,845 | $72.57M | $77.72M | $5.14M | 7.09% |
Taylor Wagner Valued Wealth Advisors LLC | 347 | $66,247.99 | $68,300.01 | $2,052.02 | 3.1% |
Steven JE Manders BKM Wealth Management, LLC | 15,777 | $2.62M | $3.11M | $481,944.41 | 18.37% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,775 | $257,091 | $349,373.25 | $92,282.25 | 35.89% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 3,364 | $494,144.75 | $662,136.12 | $167,991.37 | 34% |
| CPC Charles P. Cocke Jr LB Partners LLC | 1,400 | $289,660 | $275,562 | -$14,098 | -4.87% |
Mark Heider Peirce Capital Management, LLC | 2,115 | $316,416.5 | $416,295.45 | $99,878.95 | 31.57% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 37,437 | $5.61M | $7.36M | $1.75M | 31.17% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 17,878 | $2.85M | $3.52M | $669,833.23 | 23.51% |
Mark Fonville Fonville Wealth Management LLC | 1,409 | $289,948.78 | $277,333.47 | -$12,615.31 | -4.35% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,585 | $715,514.21 | $917,000 | $201,485.79 | 28.16% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,458 | $296,391 | $286,978.14 | -$9,412.86 | -3.18% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,008 | $325,816.59 | $395,234.64 | $69,418.05 | 21.31% |
Anthony Blagrove Traveka Wealth, LLC | 3,019 | $449,502.41 | $594,229.77 | $144,727.36 | 32.2% |
Christopher Dodds Crown Oak Advisors, LLC | 6,337 | $1.06M | $1.25M | $188,275.54 | 17.78% |