| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 200 | $17,153 | $18,846 | $1,693 | 9.87% |
Jonathon Gold Gold Investment Management Ltd. | 33,370 | $2.78M | $3.1M | $320,418.09 | 11.51% |
PETER KRUSSEL Southland Equity Partners LLC | 2,771 | $240,873.58 | $261,111.33 | $20,237.75 | 8.4% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,276 | $424,219.85 | $490,720.77 | $66,500.92 | 15.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,303 | $1.07M | $1.17M | $101,519.45 | 9.46% |
Taylor Wagner Valued Wealth Advisors LLC | 39 | $3,453.13 | $3,717.48 | $264.35 | 7.66% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,446 | $302,670.61 | $320,512.47 | $17,841.86 | 5.89% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,073 | $240,366 | $285,819.74 | $45,453.74 | 18.91% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,476 | $462,246.4 | $509,322.77 | $47,076.37 | 10.18% |
| MG Melissa Glennie Capital Management Associates, Inc | 5,024 | $481,005.55 | $473,411.52 | -$7,594.03 | -1.58% |
Cody Gehman Stonebridge Financial Group, LLC | 54,227 | $4.47M | $5.04M | $570,431.34 | 12.75% |
Curtis Burkholder Bare Financial Services, Inc | 233 | $19,957.38 | $22,239.85 | $2,282.47 | 11.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 465 | $37,340.64 | $44,207.55 | $6,866.91 | 18.39% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 19,409 | $1.59M | $1.83M | $235,702.31 | 14.79% |
Wynn Capital LLC Wynn Capital, LLC | 4,833 | $404,941.84 | $461,406.51 | $56,464.67 | 13.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 293 | $25,388.43 | $27,876.02 | $2,487.59 | 9.8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,270 | $2.03M | $2.19M | $166,419.8 | 8.21% |
Craig Silberg EVERPAR ADVISORS LLC | 4,218 | $342,981.02 | $397,462.14 | $54,481.12 | 15.88% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,994 | $580,751.17 | $650,511.95 | $69,760.78 | 12.01% |
Matthew Stead Sachetta, LLC | 11,989 | $954,758.76 | $1.14M | $188,512.28 | 19.74% |