| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 414 | $40,174.4 | $49,528.89 | $9,354.49 | 23.28% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,608 | $347,489.31 | $435,882.48 | $88,393.17 | 25.44% |
PETER KRUSSEL Southland Equity Partners LLC | 4,818 | $482,477.05 | $581,821.68 | $99,344.63 | 20.59% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 56,359 | $5.29M | $6.82M | $1.52M | 28.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 43,283 | $5.28M | $5.15M | -$133,130.98 | -2.52% |
Taylor Wagner Valued Wealth Advisors LLC | 58 | $7,302.05 | $7,045.84 | -$256.21 | -3.51% |
Steven JE Manders BKM Wealth Management, LLC | 2,811 | $319,682.67 | $338,360.07 | $18,677.4 | 5.84% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 21,328 | $2.4M | $2.58M | $177,971.88 | 7.42% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,623 | $205,418 | $196,009.71 | -$9,408.29 | -4.58% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,087 | $494,926.65 | $492,442.63 | -$2,484.02 | -0.5% |
Anthony Blagrove Traveka Wealth, LLC | 1,628 | $213,144.48 | $196,572.86 | -$16,571.62 | -7.77% |
Julie Beswick Advantage Trust Co | 1,029 | $126,827.51 | $124,246.6 | -$2,580.91 | -2.03% |
Curtis Burkholder Bare Financial Services, Inc | 371 | $45,670.13 | $44,104.48 | -$1,565.65 | -3.43% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,668 | $174,913.46 | $199,551.18 | $24,637.72 | 14.09% |
Keisuke Ichihara Rakuten Securities, Inc. | 115 | $13,751.14 | $13,970.2 | $219.06 | 1.59% |
Joshua Stipcich Tidemark, LLC | 1,163 | $139,186.34 | $139,013.39 | -$172.95 | -0.12% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 49,824 | $4.93M | $6.03M | $1.09M | 22.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,638 | $207,048.51 | $195,880.23 | -$11,168.28 | -5.39% |
Christy Clarin Portfolio Design Labs, LLC | 3,143 | $411,470.86 | $380,020.13 | -$31,450.73 | -7.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 25,543 | $2.87M | $3.04M | $168,354.62 | 5.87% |