| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Advisory Services LLC Legacy Advisory Services LLC | 7,897 | $272,501.02 | $283,028.48 | $10,527.46 | 3.86% |
| AS Aryn Sands GK Wealth Management LLC | 22 | $795 | $792.88 | -$2.12 | -0.27% |
Justin Boggs Optima Capital LLC | 6,036 | $194,121.2 | $217,416.72 | $23,295.52 | 12% |
Luis A. Galdamez Valtrion Capital Management LLC | 7,016 | $264,722.54 | $250,015.16 | -$14,707.38 | -5.56% |
Steven T. Cox Providence Financial Advisors LLC | 6,365 | $204,475.85 | $227,644.22 | $23,168.37 | 11.33% |
Chris Ryan Ryan Investment Management Inc. | 10,000 | $367,600 | $364,700 | -$2,900 | -0.79% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 300 | $11,352 | $10,797.03 | -$554.97 | -4.89% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 568 | $17,626 | $20,575.8 | $2,949.8 | 16.74% |
Jon Lewis Midwest Trust Co | 15,658 | $510,484.44 | $567,680.79 | $57,196.35 | 11.2% |
Brennan Lee Cherokee Insurance Co | 115,000 | $3.61M | $4.11M | $502,550 | 13.93% |
Adam Scott Argyle Capital Partners LLC | 52,209 | $1.65M | $1.88M | $233,304.37 | 14.14% |
Caldwell Trust Co Caldwell Trust Co | 13,290 | $437,936.88 | $484,819.2 | $46,882.32 | 10.71% |
Farnam Financial LLC Farnam Financial LLC | 9,800 | $285,278 | $351,428 | $66,150 | 23.19% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 4,960 | $143,741 | $179,824.8 | $36,083.8 | 25.1% |
Birch Financial Group LLC Birch Financial Group LLC | 5,695 | $178,555.66 | $204,735.25 | $26,179.59 | 14.66% |
Matthew Jenkins GatePass Capital LLC | 8,500 | $290,190 | $306,722.5 | $16,532.5 | 5.7% |
Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 5,600 | $216,356 | $199,360 | -$16,996 | -7.86% |
Basepoint Wealth LLC Basepoint Wealth LLC | 532 | $19,556 | $19,295.64 | -$260.36 | -1.33% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 37,154 | $1.19M | $1.34M | $149,775.75 | 12.6% |
Manske Wealth Management Manske Wealth Management | 25,699 | $817,469.77 | $926,577.44 | $109,107.67 | 13.35% |