| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,405 | $2.2M | $2.63M | $427,740.46 | 19.44% |
Taylor Wagner Valued Wealth Advisors LLC | 66 | $29,565.38 | $39,378.9 | $9,813.52 | 33.19% |
Steven JE Manders BKM Wealth Management, LLC | 450 | $211,206.65 | $268,715.26 | $57,508.61 | 27.23% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 5,573 | $2.59M | $3.33M | $733,326.14 | 28.26% |
Darin Sadow Freestone Grove Partners LP | 152,276 | $85.78M | $90.86M | $5.08M | 5.92% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,333 | $1.06M | $1.39M | $336,942.9 | 31.9% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 593 | $264,188.12 | $353,813.45 | $89,625.33 | 33.92% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 856 | $351,932.93 | $510,732.4 | $158,799.47 | 45.12% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,685 | $2.15M | $2.8M | $646,907.46 | 30.11% |
Christopher Dodds Crown Oak Advisors, LLC | 28,048 | $12.12M | $16.75M | $4.64M | 38.26% |
Julie Beswick Advantage Trust Co | 535 | $231,309.72 | $319,523.39 | $88,213.67 | 38.14% |
Cody Gehman Stonebridge Financial Group, LLC | 349 | $221,381 | $208,230.85 | -$13,150.15 | -5.94% |
Curtis Burkholder Bare Financial Services, Inc | 26 | $12,389.97 | $15,505.1 | $3,115.13 | 25.14% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,218 | $559,322.88 | $726,719.7 | $167,396.82 | 29.93% |
Keisuke Ichihara Rakuten Securities, Inc. | 18 | $8,330.25 | $10,734.3 | $2,404.05 | 28.86% |
Joshua Stipcich Tidemark, LLC | 32 | $14,095.01 | $19,083.2 | $4,988.19 | 35.39% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,300 | $521,820.17 | $775,255 | $253,434.83 | 48.57% |
Jaran Day OPINICUS CAPITAL, INC. | 3,647 | $1.48M | $2.18M | $698,967.26 | 47.32% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 427 | $200,385.24 | $254,641.45 | $54,256.21 | 27.08% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,051 | $432,495.99 | $626,763.85 | $194,267.86 | 44.92% |