| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Deven Mouton CAP Partners, LLC | 356 | $221,528.07 | $352,543.23 | $131,015.16 | 59.14% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,629 | $1.11M | $1.61M | $498,263.37 | 44.69% |
Taylor Wagner Valued Wealth Advisors LLC | 78 | $51,764.2 | $77,242.62 | $25,478.42 | 49.22% |
Steven JE Manders BKM Wealth Management, LLC | 563 | $188,847.8 | $557,533.26 | $368,685.46 | 195.23% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 2,956 | $902,407.75 | $2.93M | $2.02M | 224.39% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 1,066 | $357,142.96 | $1.06M | $698,506.16 | 195.58% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,244 | $3.29M | $5.2M | $1.91M | 58.06% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 174 | $204,426 | $172,310.46 | -$32,115.54 | -15.71% |
Mark Fonville Fonville Wealth Management LLC | 295 | $258,447.1 | $292,135.54 | $33,688.44 | 13.03% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 842 | $511,321.64 | $895,256.5 | $383,934.86 | 75.09% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 229 | $269,043 | $226,776.41 | -$42,266.59 | -15.71% |
| MG Melissa Glennie Capital Management Associates, Inc | 546 | $166,682.88 | $540,698.33 | $374,015.45 | 224.39% |
Anthony Blagrove Traveka Wealth, LLC | 560 | $303,465.54 | $554,562.39 | $251,096.85 | 82.74% |
Julie Beswick Advantage Trust Co | 75 | $88,115 | $74,271.75 | -$13,843.25 | -15.71% |
Cody Gehman Stonebridge Financial Group, LLC | 365 | $168,776.86 | $361,455.84 | $192,678.98 | 114.16% |
Kent Keister Bear Mountain Capital, Inc. | 4 | $1,221.12 | $3,961.16 | $2,740.04 | 224.39% |
Curtis Burkholder Bare Financial Services, Inc | 53 | $35,991.09 | $52,485.37 | $16,494.28 | 45.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,394 | $953,054.68 | $1.45M | $496,565.92 | 52.1% |
Joshua Stipcich Tidemark, LLC | 4 | $3,053 | $3,960.48 | $907.48 | 29.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,892 | $2.67M | $3.85M | $1.18M | 44.13% |