| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 68,611 | $9.44M | $9.35M | -$87,184.14 | -0.92% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,344 | $267,538.58 | $458,328.64 | $190,790.06 | 71.31% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 5,675 | $699,504.07 | $777,815.5 | $78,311.43 | 11.2% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 53,025 | $6.41M | $7.26M | $854,185.08 | 13.33% |
Taylor Wagner Valued Wealth Advisors LLC | 236 | $23,552.21 | $32,320.2 | $8,767.99 | 37.23% |
Steven JE Manders BKM Wealth Management, LLC | 93,092 | $7.1M | $12.76M | $5.66M | 79.82% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 3,986 | $402,905.08 | $546,321.16 | $143,416.08 | 35.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 16,367 | $1.45M | $2.24M | $795,488.9 | 55.01% |
Brad Sayre Shared Vision Wealth Group LLC | 58,882 | $5.2M | $8.06M | $2.87M | 55.16% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 29,142 | $2.28M | $3.99M | $1.71M | 75.22% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 9,736 | $731,174 | $1.33M | $602,171.2 | 82.36% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 98,809 | $12.31M | $13.46M | $1.15M | 9.35% |
Mark Fonville Fonville Wealth Management LLC | 25,122 | $1.94M | $3.44M | $1.5M | 77.02% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,329 | $216,388.9 | $318,956.55 | $102,567.65 | 47.4% |
Anthony Blagrove Traveka Wealth, LLC | 2,297 | $282,539.39 | $314,574.15 | $32,034.76 | 11.34% |
Cody Gehman Stonebridge Financial Group, LLC | 3,262 | $331,216.9 | $446,730.9 | $115,514 | 34.88% |
Curtis Burkholder Bare Financial Services, Inc | 5,872 | $471,625.71 | $805,168.64 | $333,542.93 | 70.72% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,186 | $267,894 | $299,372.7 | $31,478.7 | 11.75% |
Joshua Stipcich Tidemark, LLC | 7,612 | $573,703.49 | $1.04M | $470,053.95 | 81.93% |
Emily Priebe Priebe Wealth Holdings LLC | 6,088 | $457,209.19 | $833,751.6 | $376,542.41 | 82.36% |