| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,575 | $61,472.09 | $119,967.75 | $58,495.66 | 95.16% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 7,781 | $317,309.78 | $592,678.77 | $275,368.99 | 86.78% |
One Degree Advisors Inc. One Degree Advisors Inc | 2,308 | $203,473.28 | $175,800.36 | -$27,672.92 | -13.6% |
Jonathon Gold Gold Investment Management Ltd. | 419 | $31,637 | $31,915.23 | $278.23 | 0.88% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 17,417 | $1.28M | $1.45M | $163,879.32 | 12.79% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 11,526 | $587,646.15 | $877,935.42 | $290,289.27 | 49.4% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,453 | $172,117.42 | $263,015.01 | $90,897.59 | 52.81% |
Taylor Wagner Valued Wealth Advisors LLC | 831 | $37,408.96 | $63,297.27 | $25,888.31 | 69.2% |
Steven JE Manders BKM Wealth Management, LLC | 8,824 | $442,635.81 | $672,124.08 | $229,488.27 | 51.85% |
Brad Sayre Shared Vision Wealth Group LLC | 18,217 | $1.24M | $1.39M | $152,293.44 | 12.33% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 45,126 | $3.41M | $3.44M | $29,749.42 | 0.87% |
Anthony Blagrove Traveka Wealth, LLC | 8,506 | $711,238.65 | $647,902.02 | -$63,336.63 | -8.91% |
Julie Beswick Advantage Trust Co | 3,552 | $149,726.95 | $270,555.84 | $120,828.89 | 80.7% |
Cody Gehman Stonebridge Financial Group, LLC | 165,248 | $8.19M | $12.59M | $4.4M | 53.71% |
Wayne Atkins VCI Wealth Management LLC | 347,507 | $18.65M | $26.47M | $7.82M | 41.9% |
Kent Keister Bear Mountain Capital, Inc. | 63 | $4,584.51 | $4,798.71 | $214.2 | 4.67% |
Curtis Burkholder Bare Financial Services, Inc | 124 | $7,311.12 | $9,445.08 | $2,133.96 | 29.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,117 | $158,648.49 | $175,668.66 | $17,020.17 | 10.73% |
Joshua Stipcich Tidemark, LLC | 3,366 | $296,746.64 | $274,901.22 | -$21,845.42 | -7.36% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 71,928 | $3.09M | $5.48M | $2.39M | 77.2% |