| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 329 | $192,890.57 | $210,849.52 | $17,958.95 | 9.31% |
PETER KRUSSEL Southland Equity Partners LLC | 586 | $261,086.79 | $375,461.92 | $114,375.13 | 43.81% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 322 | $204,400.73 | $206,327.94 | $1,927.21 | 0.94% |
| WG William Garver Leibman Financial Services, Inc. | 322 | $204,254 | $211,743.98 | $7,489.98 | 3.67% |
Jon Deven Mouton CAP Partners, LLC | 334 | $211,866 | $217,014.83 | $5,148.83 | 2.43% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,884 | $3.16M | $3.83M | $672,532.45 | 21.31% |
Taylor Wagner Valued Wealth Advisors LLC | 79 | $37,788.13 | $50,706.15 | $12,918.02 | 34.19% |
Steven JE Manders BKM Wealth Management, LLC | 450 | $211,206.65 | $292,412.25 | $81,205.6 | 38.45% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 5,690 | $2.67M | $3.72M | $1.05M | 39.52% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,304 | $1.04M | $1.51M | $461,253.3 | 44.17% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 518 | $234,087.98 | $331,520 | $97,432.02 | 41.62% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 883 | $369,050.86 | $566,276.73 | $197,225.87 | 53.44% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,685 | $2.15M | $3.04M | $895,657.53 | 41.69% |
Christopher Dodds Crown Oak Advisors, LLC | 28,048 | $12.12M | $17.93M | $5.82M | 48% |
Julie Beswick Advantage Trust Co | 695 | $332,802.44 | $447,725.95 | $114,923.51 | 34.53% |
Cody Gehman Stonebridge Financial Group, LLC | 361 | $229,439.61 | $231,545.4 | $2,105.79 | 0.92% |
Curtis Burkholder Bare Financial Services, Inc | 43 | $23,173.9 | $27,978.81 | $4,804.91 | 20.73% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,221 | $561,226.11 | $797,758.66 | $236,532.55 | 42.15% |
Keisuke Ichihara Rakuten Securities, Inc. | 34 | $18,479.43 | $21,822.9 | $3,343.47 | 18.09% |
Joshua Stipcich Tidemark, LLC | 32 | $14,095.01 | $21,041.28 | $6,946.27 | 49.28% |