| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 3,214 | $322,450.87 | $291,863.34 | -$30,587.53 | -9.49% |
Jon Deven Mouton CAP Partners, LLC | 8,364 | $590,489.64 | $759,534.84 | $169,045.2 | 28.63% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 23,520 | $2.07M | $2.14M | $61,511.63 | 2.97% |
Taylor Wagner Valued Wealth Advisors LLC | 179 | $15,332.88 | $16,254.99 | $922.11 | 6.01% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 31,991 | $2.89M | $2.91M | $18,565.91 | 0.64% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 10,634 | $861,457.63 | $965,673.54 | $104,215.91 | 12.1% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 25,647 | $1.82M | $2.33M | $509,771.41 | 28.02% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,431 | $458,042.82 | $490,636.54 | $32,593.72 | 7.12% |
Dane Grouell Turning Point Benefit Group, Inc. | 3,741 | $277,076.3 | $339,720.21 | $62,643.91 | 22.61% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,790 | $329,467 | $344,169.9 | $14,702.9 | 4.46% |
Julie Beswick Advantage Trust Co | 1,227 | $86,160.21 | $111,423.87 | $25,263.66 | 29.32% |
Curtis Burkholder Bare Financial Services, Inc | 32 | $2,497.9 | $2,905.92 | $408.02 | 16.33% |
Thomas Hood Alternative Investment Advisors, LLC. | 13,199 | $870,056.9 | $1.25M | $380,548.35 | 43.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 446 | $39,728.51 | $41,241.62 | $1,513.11 | 3.81% |
Joshua Stipcich Tidemark, LLC | 4 | $362 | $345.68 | -$16.32 | -4.51% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,206 | $604,962.12 | $745,186.86 | $140,224.74 | 23.18% |
Dustin Schick Evergreen Private Wealth LLC | 2,302 | $171,717.76 | $209,044.62 | $37,326.86 | 21.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,187 | $1.09M | $1.13M | $35,274.95 | 3.23% |
Craig Silberg EVERPAR ADVISORS LLC | 61,637 | $4.44M | $5.6M | $1.16M | 26.2% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,234 | $312,068.31 | $365,902.28 | $53,833.97 | 17.25% |