| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 3,561 | $409,021.23 | $498,148.29 | $89,127.06 | 21.79% |
United Advisor Group LLC United Advisor Group, LLC | 2,068 | $220,883.19 | $289,292.52 | $68,409.33 | 30.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,711 | $247,304 | $239,351.79 | -$7,952.21 | -3.22% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,633 | $236,132 | $228,440.37 | -$7,691.63 | -3.26% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 775 | $94,458.4 | $108,414.75 | $13,956.35 | 14.78% |
Jeffrey McGrath Cetera Trust Company, N.A | 67 | $8,104 | $9,372.63 | $1,268.63 | 15.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 281 | $40,624 | $39,309.09 | -$1,314.91 | -3.24% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 95,643 | $12.36M | $13.38M | $1.02M | 8.29% |
Taylor Wagner Valued Wealth Advisors LLC | 272 | $36,809.1 | $38,050.08 | $1,240.98 | 3.37% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 42,708 | $5.29M | $5.97M | $681,004.45 | 12.87% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,513 | $1.01M | $1.19M | $179,179.42 | 17.71% |
Curtis Burkholder Bare Financial Services, Inc | 70 | $8,839.01 | $9,792.3 | $953.29 | 10.79% |
Keisuke Ichihara Rakuten Securities, Inc. | 166 | $23,606.63 | $23,221.74 | -$384.89 | -1.63% |
Sam Tedawes Quantessence Capital LLC | 3,028 | $437,758 | $423,586.92 | -$14,171.08 | -3.24% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,698 | $1.18M | $1.36M | $178,917.7 | 15.19% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,690 | $244,323.34 | $236,414.1 | -$7,909.24 | -3.24% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 2,112 | $305,365 | $295,447.68 | -$9,917.32 | -3.25% |
Rob Dainard Hara Capital LLC | 630 | $77,445.98 | $88,130.7 | $10,684.72 | 13.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 15 | $1,575 | $2,098.35 | $523.35 | 33.23% |
Dustin Schick Evergreen Private Wealth LLC | 29,655 | $3.68M | $4.15M | $465,932.63 | 12.65% |