| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 40,810 | $6.1M | $6.47M | $373,152.43 | 6.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 52,858 | $7.82M | $8.41M | $583,928.03 | 7.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 115,660 | $18.27M | $18.17M | -$105,600.33 | -0.58% |
Taylor Wagner Valued Wealth Advisors LLC | 467 | $76,750.29 | $74,421.12 | -$2,329.17 | -3.03% |
Steven JE Manders BKM Wealth Management, LLC | 11,805 | $1.74M | $1.88M | $139,528.41 | 8.01% |
Darin Sadow Freestone Grove Partners LP | 763,960 | $112.03M | $120.59M | $8.56M | 7.64% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 5,689 | $926,527.19 | $898,293.1 | -$28,234.09 | -3.05% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 25,996 | $3.82M | $4.12M | $307,582.55 | 8.06% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,473 | $657,162.14 | $702,931.95 | $45,769.81 | 6.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,965 | $464,655.11 | $472,724.77 | $8,069.66 | 1.74% |
Mark Fonville Fonville Wealth Management LLC | 1,423 | $231,501.35 | $226,811.97 | -$4,689.38 | -2.03% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,455 | $519,120.94 | $549,189.52 | $30,068.58 | 5.79% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,142 | $640,047.92 | $661,270.3 | $21,222.38 | 3.32% |
Anthony Blagrove Traveka Wealth, LLC | 4,717 | $784,885.62 | $754,012.45 | -$30,873.17 | -3.93% |
Julie Beswick Advantage Trust Co | 749 | $110,783.97 | $119,727.65 | $8,943.68 | 8.07% |
Cody Gehman Stonebridge Financial Group, LLC | 14,063 | $2.32M | $2.24M | -$81,977.32 | -3.54% |
Kent Keister Bear Mountain Capital, Inc. | 15 | $2,167 | $2,389.5 | $222.5 | 10.27% |
Curtis Burkholder Bare Financial Services, Inc | 360 | $53,400.01 | $56,541.6 | $3,141.59 | 5.88% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,687 | $708,177.64 | $747,740.54 | $39,562.9 | 5.59% |
Keisuke Ichihara Rakuten Securities, Inc. | 857 | $131,151.14 | $136,571.52 | $5,420.38 | 4.13% |