| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 94 | $43,407.75 | $49,858.54 | $6,450.79 | 14.86% |
Jonathon Gold Gold Investment Management Ltd. | 9,917 | $4.54M | $5.4M | $866,102.73 | 19.09% |
PETER KRUSSEL Southland Equity Partners LLC | 919 | $394,954.15 | $501,319.09 | $106,364.94 | 26.93% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 19,704 | $8.35M | $10.72M | $2.37M | 28.42% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 433 | $204,202.06 | $230,282.39 | $26,080.33 | 12.77% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,383 | $4.65M | $5M | $345,659.38 | 7.43% |
Taylor Wagner Valued Wealth Advisors LLC | 20 | $9,773.27 | $11,038.8 | $1,265.53 | 12.95% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 1,243 | $565,617.87 | $658,976.45 | $93,358.58 | 16.51% |
Darin Sadow Freestone Grove Partners LP | 53,493 | $27.25M | $28.4M | $1.15M | 4.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 6,977 | $3.17M | $3.8M | $632,678.18 | 19.97% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,754 | $2.26M | $2.59M | $327,675.92 | 14.48% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 399 | $238,555.52 | $217,347.27 | -$21,208.25 | -8.89% |
Curtis Burkholder Bare Financial Services, Inc | 34 | $16,943.65 | $18,109.76 | $1,166.11 | 6.88% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,056 | $774,549.37 | $1.13M | $353,166.63 | 45.6% |
Keisuke Ichihara Rakuten Securities, Inc. | 154 | $68,793.31 | $84,998.76 | $16,205.45 | 23.56% |
Joshua Stipcich Tidemark, LLC | 2 | $1,208.67 | $1,058.93 | -$149.74 | -12.39% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,510 | $2.11M | $2.46M | $355,000.29 | 16.86% |
Jaran Day OPINICUS CAPITAL, INC. | 1,425 | $666,569 | $757,964.62 | $91,395.62 | 13.71% |
Wynn Capital LLC Wynn Capital, LLC | 1,885 | $873,115.2 | $1M | $131,373.02 | 15.05% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 199 | $96,624.73 | $105,425.22 | $8,800.49 | 9.11% |