| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,221 | $1.51M | $2.4M | $886,195.34 | 58.69% |
Taylor Wagner Valued Wealth Advisors LLC | 61 | $11,955.12 | $20,241.63 | $8,286.51 | 69.31% |
Steven JE Manders BKM Wealth Management, LLC | 3,616 | $1.23M | $1.2M | -$33,230.76 | -2.69% |
Darin Sadow Freestone Grove Partners LP | 13,831 | $4.72M | $5.31M | $598,190.23 | 12.68% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,388 | $1.74M | $3.61M | $1.87M | 107.26% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,852 | $396,288.63 | $614,549.14 | $218,260.51 | 55.08% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,729 | $589,624 | $573,734.05 | -$15,889.95 | -2.69% |
Mark Fonville Fonville Wealth Management LLC | 3,928 | $589,458.49 | $1.3M | $713,969.71 | 121.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,132 | $386,035 | $434,993.63 | $48,958.63 | 12.68% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,700 | $364,015.6 | $564,110.98 | $200,095.38 | 54.97% |
Anthony Blagrove Traveka Wealth, LLC | 740 | $252,505 | $245,554.19 | -$6,950.81 | -2.75% |
Wayne Atkins VCI Wealth Management LLC | 792 | $270,088 | $291,503.52 | $21,415.52 | 7.93% |
Curtis Burkholder Bare Financial Services, Inc | 94 | $23,851.56 | $31,192.02 | $7,340.46 | 30.78% |
Thomas Hood Alternative Investment Advisors, LLC. | 612 | $208,704 | $227,504.02 | $18,800.02 | 9.01% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 651 | $222,004 | $216,021.32 | -$5,982.68 | -2.69% |
Kevin Stillman Evernest Financial Advisors, LLC | 820 | $279,636 | $294,781.8 | $15,145.8 | 5.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,453 | $286,241.16 | $562,325.53 | $276,084.37 | 96.45% |
Joshua Stipcich Tidemark, LLC | 127 | $19,520.53 | $46,200.06 | $26,679.53 | 136.67% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,839 | $1.68M | $3.26M | $1.58M | 94.17% |
Jaran Day OPINICUS CAPITAL, INC. | 6,132 | $992,823.62 | $2.03M | $1.04M | 104.95% |