| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,525 | $581,701.71 | $655,750 | $74,048.29 | 12.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 16 | $5,398 | $6,818.88 | $1,420.88 | 26.32% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,046 | $1.78M | $2.17M | $384,069.02 | 21.52% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 613 | $347,178.52 | $261,919.57 | -$85,258.95 | -24.56% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,926 | $2.95M | $2.54M | -$412,094.06 | -13.98% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $11,635.24 | $11,094.2 | -$541.04 | -4.65% |
Jill R. Seidman Expect Equity LLC | 3,415 | $1.36M | $1.45M | $95,347 | 7.02% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 27,020 | $9.15M | $11.64M | $2.48M | 27.15% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 526 | $263,041.58 | $226,180 | -$36,861.58 | -14.01% |
Anthony Blagrove Traveka Wealth, LLC | 772 | $323,285.69 | $332,222.48 | $8,936.79 | 2.76% |
Curtis Burkholder Bare Financial Services, Inc | 56 | $25,610.6 | $23,960.16 | -$1,650.44 | -6.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 910 | $388,333.87 | $388,351.6 | $17.73 | - |
Joshua Stipcich Tidemark, LLC | 341 | $160,142.55 | $144,676.07 | -$15,466.48 | -9.66% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,815 | $970,675.72 | $1.21M | $240,914.35 | 24.82% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,708 | $1.62M | $2.03M | $406,170.03 | 25.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $7,158 | $7,636.14 | $478.14 | 6.68% |
Christy Clarin Portfolio Design Labs, LLC | 1,346 | $647,003.07 | $577,905.1 | -$69,097.97 | -10.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,155 | $2.36M | $2.17M | -$197,610.96 | -8.36% |
Craig Silberg EVERPAR ADVISORS LLC | 901 | $383,299.47 | $387,794.9 | $4,495.43 | 1.17% |
Matthew Stead Sachetta, LLC | 178 | $70,135.29 | $75,878.73 | $5,743.44 | 8.19% |