| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 611 | $271,677.71 | $362,121.36 | $90,443.65 | 33.29% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 321 | $203,730 | $190,247.06 | -$13,482.94 | -6.62% |
| WG William Garver Leibman Financial Services, Inc. | 322 | $204,254 | $190,839.73 | -$13,414.27 | -6.57% |
Jon Deven Mouton CAP Partners, LLC | 334 | $211,866 | $197,951.77 | -$13,914.23 | -6.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,417 | $2.84M | $3.21M | $368,097.4 | 12.95% |
Taylor Wagner Valued Wealth Advisors LLC | 79 | $37,788.13 | $46,820.93 | $9,032.8 | 23.9% |
Steven JE Manders BKM Wealth Management, LLC | 450 | $211,206.65 | $266,701.49 | $55,494.84 | 26.28% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 5,690 | $2.67M | $3.37M | $703,508.3 | 26.36% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,304 | $1.04M | $1.37M | $321,158.53 | 30.75% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 518 | $234,087.98 | $315,607.04 | $81,519.06 | 34.82% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 883 | $369,050.86 | $537,614.53 | $168,563.67 | 45.67% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,685 | $2.15M | $2.78M | $628,261.07 | 29.24% |
Christopher Dodds Crown Oak Advisors, LLC | 28,048 | $12.12M | $16.62M | $4.51M | 37.2% |
Julie Beswick Advantage Trust Co | 695 | $332,802.44 | $411,905.64 | $79,103.2 | 23.77% |
Cody Gehman Stonebridge Financial Group, LLC | 349 | $221,381 | $206,841.82 | -$14,539.18 | -6.57% |
Curtis Burkholder Bare Financial Services, Inc | 43 | $23,173.9 | $25,484.81 | $2,310.91 | 9.97% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,221 | $561,226.11 | $799,645.11 | $238,419 | 42.48% |
Keisuke Ichihara Rakuten Securities, Inc. | 34 | $18,479.43 | $21,072.18 | $2,592.75 | 14.03% |
Joshua Stipcich Tidemark, LLC | 32 | $14,095.01 | $19,864.64 | $5,769.63 | 40.93% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,351 | $554,161.99 | $800,697.14 | $246,535.15 | 44.49% |