| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 4,093 | $584,197.05 | $503,684.57 | -$80,512.48 | -13.78% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 14,887 | $1.5M | $1.83M | $329,584.54 | 21.94% |
Jon Deven Mouton CAP Partners, LLC | 3,477 | $464,796.78 | $427,879.61 | -$36,917.17 | -7.94% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,251 | $177,908.1 | $277,008.06 | $99,099.96 | 55.7% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 4,046 | $102,485.16 | $497,900.75 | $395,415.59 | 385.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,399 | $2.07M | $1.65M | -$419,340.35 | -20.28% |
Taylor Wagner Valued Wealth Advisors LLC | 24 | $3,511 | $2,953.44 | -$557.56 | -15.88% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 19,079 | $1.69M | $2.35M | $661,701.56 | 39.24% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,845 | $139,537.35 | $227,045.7 | $87,508.35 | 62.71% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 8,674 | $1.49M | $1.07M | -$425,856.23 | -28.52% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,804 | $285,581.19 | $591,180.23 | $305,599.04 | 107.01% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 6,023 | $512,574.85 | $741,190.37 | $228,615.52 | 44.6% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,505 | $390,146.38 | $308,265.29 | -$81,881.09 | -20.99% |
Mark Fonville Fonville Wealth Management LLC | 3,998 | $359,860.14 | $491,993.87 | $132,133.73 | 36.72% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,158 | $484,202.5 | $388,623.47 | -$95,579.03 | -19.74% |
| MG Melissa Glennie Capital Management Associates, Inc | 6,125 | $629,183.06 | $753,742.49 | $124,559.43 | 19.8% |
Anthony Blagrove Traveka Wealth, LLC | 3,794 | $340,181.54 | $466,889.63 | $126,708.09 | 37.25% |
Cody Gehman Stonebridge Financial Group, LLC | 9,198 | $947,637.27 | $1.13M | $184,268.59 | 19.45% |
Wayne Atkins VCI Wealth Management LLC | 14,927 | $1.69M | $2.36M | $671,122.4 | 39.62% |
Kent Keister Bear Mountain Capital, Inc. | 740 | $60,709.03 | $91,064.4 | $30,355.37 | 50% |