| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 303 | $203,716.34 | $254,941.17 | $51,224.83 | 25.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 485 | $294,752.87 | $408,074.15 | $113,321.28 | 38.45% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 32 | $20,907.91 | $26,924.48 | $6,016.57 | 28.78% |
Jeffrey McGrath Cetera Trust Company, N.A | 6,025 | $2.79M | $5.07M | $2.28M | 81.73% |
One Degree Advisors Inc. One Degree Advisors Inc | 691 | $320,696.51 | $581,400.5 | $260,703.99 | 81.29% |
Jonathon Gold Gold Investment Management Ltd. | 4 | $2,147 | $3,365.56 | $1,218.56 | 56.76% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 929 | $444,735.84 | $781,651.32 | $336,915.48 | 75.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,150 | $908,011.83 | $967,598.51 | $59,586.68 | 6.56% |
Taylor Wagner Valued Wealth Advisors LLC | 46 | $22,577.71 | $38,703.94 | $16,126.23 | 71.43% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 509 | $247,959.5 | $428,267.52 | $180,308.02 | 72.72% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 273 | $224,591.21 | $229,699.47 | $5,108.26 | 2.27% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $3,664.09 | $4,206.95 | $542.86 | 14.82% |
Kevin Stillman Evernest Financial Advisors, LLC | 859 | $499,976.66 | $722,754.02 | $222,777.36 | 44.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 16 | $12,885.85 | $13,462.24 | $576.39 | 4.47% |
Sam Tedawes Quantessence Capital LLC | 236 | $204,225 | $198,568.04 | -$5,656.96 | -2.77% |
Joshua Stipcich Tidemark, LLC | 1 | $865 | $841.39 | -$23.61 | -2.73% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,316 | $615,767.52 | $1.11M | $491,501.73 | 79.82% |
Andrea Butler Sequent Planning LLC | 1,584 | $895,007.18 | $1.33M | $437,754.6 | 48.91% |
Luke Bunch OxenFree Capital LLC | 641 | $442,000.08 | $539,331 | $97,330.92 | 22.02% |
Wynn Capital LLC Wynn Capital, LLC | 3,584 | $1.66M | $3.02M | $1.36M | 81.73% |