| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,833 | $120,973 | $136,026.93 | $15,053.93 | 12.44% |
PETER KRUSSEL Southland Equity Partners LLC | 8,515 | $440,902.14 | $631,898.15 | $190,996.01 | 43.32% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 35,770 | $2.13M | $2.65M | $527,076.71 | 24.78% |
Jon Deven Mouton CAP Partners, LLC | 6,932 | $288,999.15 | $514,423.72 | $225,424.57 | 78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,348 | $843,878.91 | $990,555.08 | $146,676.17 | 17.38% |
Taylor Wagner Valued Wealth Advisors LLC | 209 | $14,029 | $15,509.89 | $1,480.89 | 10.56% |
Steven JE Manders BKM Wealth Management, LLC | 2,910 | $192,030 | $215,951.1 | $23,921.1 | 12.46% |
Darin Sadow Freestone Grove Partners LP | 1.07M | $70.56M | $79.35M | $8.79M | 12.46% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,347 | $243,643.58 | $322,590.87 | $78,947.29 | 32.4% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 5,000 | $201,700 | $371,050 | $169,350 | 83.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 36,331 | $1.99M | $2.7M | $707,608.06 | 35.58% |
Julie Beswick Advantage Trust Co | 1,803 | $119,069.93 | $133,800.63 | $14,730.7 | 12.37% |
Cody Gehman Stonebridge Financial Group, LLC | 12,214 | $806,528.58 | $906,400.94 | $99,872.36 | 12.38% |
Kevin Stillman Evernest Financial Advisors, LLC | 15,363 | $800,373.67 | $1.14M | $339,714.56 | 42.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 9,503 | $537,737.17 | $705,217.63 | $167,480.46 | 31.15% |
Sam Tedawes Quantessence Capital LLC | 8,653 | $571,011 | $642,139.13 | $71,128.13 | 12.46% |
Joshua Stipcich Tidemark, LLC | 273 | $18,040.96 | $20,259.33 | $2,218.37 | 12.3% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,873 | $358,733.32 | $658,465.33 | $299,732.01 | 83.55% |
Andrea Butler Sequent Planning LLC | 3,285 | $216,777 | $243,779.85 | $27,002.85 | 12.46% |
Jaran Day OPINICUS CAPITAL, INC. | 3,359 | $221,653 | $249,271.39 | $27,618.39 | 12.46% |