| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 300 | $43,884 | $60,291 | $16,407 | 37.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,282 | $113,652.95 | $458,613.54 | $344,960.59 | 303.52% |
PETER KRUSSEL Southland Equity Partners LLC | 4,724 | $702,225.58 | $949,382.28 | $247,156.7 | 35.2% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,700 | $1.84M | $3.36M | $1.51M | 82.25% |
Jon Deven Mouton CAP Partners, LLC | 3,477 | $464,796.78 | $698,772.69 | $233,975.91 | 50.34% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,251 | $177,908.1 | $452,383.47 | $274,475.37 | 154.28% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 3,844 | $97,368.5 | $768,069.64 | $670,701.14 | 688.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,728 | $3.07M | $3.75M | $689,953.41 | 22.51% |
Taylor Wagner Valued Wealth Advisors LLC | 24 | $3,511 | $4,783.68 | $1,272.68 | 36.25% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 19,079 | $1.69M | $3.82M | $2.13M | 126.36% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,845 | $139,537.35 | $368,132.85 | $228,595.5 | 163.82% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 8,674 | $1.49M | $1.73M | $237,444.57 | 15.9% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,169 | $262,189.44 | $837,843.93 | $575,654.49 | 219.56% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 6,023 | $512,574.85 | $1.2M | $692,326.3 | 135.07% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,505 | $390,146.38 | $503,429.85 | $113,283.47 | 29.04% |
Mark Fonville Fonville Wealth Management LLC | 3,998 | $359,860.14 | $803,478.06 | $443,617.92 | 123.28% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,180 | $486,769.24 | $639,084.6 | $152,315.36 | 31.29% |
| MG Melissa Glennie Capital Management Associates, Inc | 6,125 | $629,183.06 | $1.23M | $601,758.19 | 95.64% |
Anthony Blagrove Traveka Wealth, LLC | 3,794 | $340,181.54 | $762,480.18 | $422,298.64 | 124.14% |
Cody Gehman Stonebridge Financial Group, LLC | 9,664 | $1.03M | $1.94M | $907,371.52 | 87.69% |