| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 22,492 | $1.82M | $1.78M | -$42,185.5 | -2.32% |
Taylor Wagner Valued Wealth Advisors LLC | 881 | $62,874.8 | $70,294.99 | $7,420.19 | 11.8% |
Steven JE Manders BKM Wealth Management, LLC | 22,912 | $1.59M | $1.83M | $245,344.94 | 15.44% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,861 | $327,700.38 | $388,636.95 | $60,936.57 | 18.6% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,488 | $333,847.03 | $433,140.4 | $99,293.37 | 29.74% |
Mark Fonville Fonville Wealth Management LLC | 2,888 | $267,753.19 | $231,025.56 | -$36,727.63 | -13.72% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 9,430 | $754,315.97 | $752,749.75 | -$1,566.22 | -0.21% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,390 | $257,119.59 | $271,793.25 | $14,673.66 | 5.71% |
Anthony Blagrove Traveka Wealth, LLC | 2,843 | $218,386.98 | $227,240.99 | $8,854.01 | 4.05% |
Julie Beswick Advantage Trust Co | 501 | $30,978.32 | $40,044.93 | $9,066.61 | 29.27% |
Cody Gehman Stonebridge Financial Group, LLC | 74,669 | $5.41M | $5.96M | $547,173.73 | 10.11% |
Wayne Atkins VCI Wealth Management LLC | 20,805 | $1.64M | $1.64M | $2,401.62 | 0.15% |
Kent Keister Bear Mountain Capital, Inc. | 8 | $603.92 | $638.72 | $34.8 | 5.76% |
Curtis Burkholder Bare Financial Services, Inc | 280 | $22,524.69 | $22,108.8 | -$415.89 | -1.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,002 | $84,635.11 | $79,949.58 | -$4,685.53 | -5.54% |
Joshua Stipcich Tidemark, LLC | 2,219 | $166,049.28 | $174,435.59 | $8,386.31 | 5.05% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 21,648 | $1.44M | $1.73M | $292,470.74 | 20.36% |
Jaran Day OPINICUS CAPITAL, INC. | 7,229 | $461,463.36 | $570,548.82 | $109,085.46 | 23.64% |
Luke Bunch OxenFree Capital LLC | 18,318 | $1.67M | $1.45M | -$223,908.65 | -13.4% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 11,211 | $715,629.76 | $885,276.61 | $169,646.85 | 23.71% |