| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,532 | $285,292 | $280,562.82 | -$4,729.18 | -1.66% |
PETER KRUSSEL Southland Equity Partners LLC | 1,764 | $256,627.66 | $321,656.58 | $65,028.92 | 25.34% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 11,179 | $1.49M | $2.05M | $556,921.96 | 37.38% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 3,246 | $576,210.87 | $586,941.72 | $10,730.85 | 1.86% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 16,931 | $2.75M | $3.08M | $332,767.97 | 12.1% |
Taylor Wagner Valued Wealth Advisors LLC | 135 | $19,615.85 | $24,371.55 | $4,755.7 | 24.24% |
Steven JE Manders BKM Wealth Management, LLC | 1,848 | $192,635.35 | $337,916.04 | $145,280.69 | 75.42% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,570 | $374,966.86 | $650,882.4 | $275,915.54 | 73.58% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,183 | $315,979.61 | $400,504.09 | $84,524.48 | 26.75% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,982 | $292,202.35 | $361,695.18 | $69,492.83 | 23.78% |
Anthony Blagrove Traveka Wealth, LLC | 994 | $207,722 | $182,567.98 | -$25,154.02 | -12.11% |
Wayne Atkins VCI Wealth Management LLC | 22,306 | $4.11M | $4.05M | -$59,579.08 | -1.45% |
Curtis Burkholder Bare Financial Services, Inc | 178 | $32,201.55 | $32,414.69 | $213.14 | 0.66% |
Kevin Stillman Evernest Financial Advisors, LLC | 5,700 | $600,018.47 | $1.04M | $443,765.53 | 73.96% |
Keisuke Ichihara Rakuten Securities, Inc. | 468 | $66,995.5 | $84,509.1 | $17,513.6 | 26.14% |
Joshua Stipcich Tidemark, LLC | 50 | $6,739.79 | $8,984.5 | $2,244.71 | 33.31% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,072 | $1.45M | $2.55M | $1.1M | 75.74% |
Jaran Day OPINICUS CAPITAL, INC. | 3,530 | $373,367.82 | $641,506.9 | $268,139.08 | 71.82% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,033 | $215,952 | $189,798.25 | -$26,153.75 | -12.11% |
David Ragan Grunden Financial Advisory, Inc. | 1,740 | $218,753 | $314,348.4 | $95,595.4 | 43.7% |