| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 955 | $221,625.11 | $267,132.6 | $45,507.49 | 20.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $15,428.27 | $24,752.52 | $9,324.25 | 60.44% |
PETER KRUSSEL Southland Equity Partners LLC | 712 | $204,230 | $199,160.64 | -$5,069.36 | -2.48% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 42,805 | $9.55M | $12.21M | $2.66M | 27.83% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $2,801.75 | $3,457.08 | $655.33 | 23.39% |
Darin Sadow Freestone Grove Partners LP | 312,795 | $74.06M | $90M | $15.94M | 21.53% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $11,686.69 | $14,831.44 | $3,144.75 | 26.91% |
Keisuke Ichihara Rakuten Securities, Inc. | 14 | $3,038.48 | $4,034.94 | $996.46 | 32.79% |
Joshua Stipcich Tidemark, LLC | 1 | $232 | $287.9 | $55.9 | 24.09% |
Andrea Butler Sequent Planning LLC | 1,268 | $190,494.71 | $350,487.88 | $159,993.17 | 83.99% |
Wynn Capital LLC Wynn Capital, LLC | 837 | $240,086 | $238,653.81 | -$1,432.19 | -0.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,264 | $280,514.92 | $353,566.08 | $73,051.16 | 26.04% |
Matthew Stead Sachetta, LLC | 38 | $7,221.02 | $10,948.94 | $3,727.92 | 51.63% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 83 | $19,257.82 | $23,673.26 | $4,415.44 | 22.93% |
Alan Gilmore Private Wealth Management Group, LLC | 75 | $11,538.86 | $21,391.5 | $9,852.64 | 85.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,013 | $2.81M | $5.42M | $2.62M | 93.19% |
Angela Mari Abich Financial Wealth Management LLC | 14 | $3,447 | $3,916.08 | $469.08 | 13.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,257 | $298,543 | $362,933.61 | $64,390.61 | 21.57% |
Corey Saft Sivia Capital Partners, LLC | 4,637 | $1.08M | $1.3M | $219,501.63 | 20.37% |
Kyle Jones Pineridge Advisors LLC | 90 | $11,568.46 | $25,174.8 | $13,606.34 | 117.62% |