| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rexford Capital Inc. Rexford Capital Inc. | 888 | $206,976.76 | $304,859.28 | $97,882.52 | 47.29% |
Sara Amparan Prospera Capital Management LLC | 620 | $227,289 | $215,400.4 | -$11,888.6 | -5.23% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 6,085 | $1.55M | $2.1M | $543,994.62 | 35.03% |
Matthew J. Darcy Seneca Financial Advisors LLC | 1,166 | $204,378.75 | $406,805.74 | $202,426.99 | 99.05% |
Michael Behner Nautilus Advisors LLC | 18,740 | $3.58M | $6.49M | $2.91M | 81.47% |
Jim Cullen Midwestern Financial LLC /IA | 2,033 | $447,655.79 | $706,752.12 | $259,096.33 | 57.88% |
Birch Financial Group LLC Birch Financial Group LLC | 2,991 | $577,977.69 | $1.03M | $453,947.22 | 78.54% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 1,508 | $265,754.84 | $526,955.52 | $261,200.68 | 98.29% |
Base Wealth Management LLC Base Wealth Management LLC | 1,644 | $275,146.42 | $573,575.16 | $298,428.74 | 108.46% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,557 | $217,834.18 | $535,078.62 | $317,244.44 | 145.64% |
Brent Garcia Broadwater Capital Management LLC | 26,755 | $3.74M | $9.22M | $5.48M | 146.64% |
Todd Arthur Gomes Sonoma Allocations LLC | 2,246 | $566,645.73 | $784,460.42 | $217,814.69 | 38.44% |
Bonnie Courtney Cambridge Financial Group LLC | 3,324 | $486,789.61 | $1.15M | $662,981.99 | 136.19% |
M. Michael Tafazoli CHFC Integrated Financial Solutions Inc. | 36,397 | $7.33M | $12.39M | $5.06M | 68.96% |
Vickie Gutierrez American National Bank of Texas | 2,327 | $565,693.47 | $810,587.18 | $244,893.71 | 43.29% |
IFS Group LLC IFS Group LLC | 2,200 | $538,779.82 | $767,910 | $229,130.18 | 42.53% |
Matthew Jenkins GatePass Capital LLC | 3,793 | $888,366.54 | $1.31M | $419,421.93 | 47.21% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 1,000 | $243,100 | $340,310 | $97,210 | 39.99% |
Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 1,147 | $289,083.88 | $399,994.34 | $110,910.46 | 38.37% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,395 | $256,316.89 | $476,964.45 | $220,647.56 | 86.08% |