| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lifewealth Investments LLC LifeWealth Investments, LLC | 2,734 | $299,350.96 | $336,446.03 | $37,095.07 | 12.39% |
| FGS Frederic G Sauer Orion Investment Co | 134,804 | $4.95M | $16.59M | $11.64M | 234.92% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 11,209 | $2.03M | $1.78M | -$251,027.08 | -12.38% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 182 | $15,361 | $22,396.92 | $7,035.92 | 45.8% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 10,091 | $375,385.13 | $1.6M | $1.22M | 325.89% |
John Gallagher Gallagher Capital Advisors, LLC | 12,050 | $1.58M | $1.91M | $333,961.99 | 21.2% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,515 | $1.04M | $1.54M | $496,191.18 | 47.53% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 194 | $32,001.65 | $23,873.64 | -$8,128.01 | -25.4% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,742 | $238,575.14 | $214,370.52 | -$24,204.62 | -10.15% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 4,061 | $342,748.47 | $499,746.65 | $156,998.18 | 45.81% |
Jesper Bonnivier Avanza Fonder AB | 10,858 | $1.61M | $1.34M | -$273,763.76 | -17% |
Barry Carpenter Cascades Capital Asset Management, LLC | 2,017 | $239,098.43 | $248,212.02 | $9,113.59 | 3.81% |
JAMES ELIOS Elios Financial Group Inc. | 2,714 | $229,425.24 | $333,984.83 | $104,559.59 | 45.57% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,550 | $647,518 | $682,982.99 | $35,464.99 | 5.48% |
Taryn Anderson YANKCOM Partnership | 3,032 | $424,231.73 | $373,117.91 | -$51,113.82 | -12.05% |
David Levy Diversified Enterprises LLC | 2,335 | $380,845.4 | $287,345.1 | -$93,500.3 | -24.55% |
Matthew Riley Hickory Point Bank & Trust | 9 | $1,317 | $1,107.54 | -$209.46 | -15.9% |
Adam Amante Fortress Financial Solutions LLC | 5,973 | $1.08M | $735,037.37 | -$341,804.72 | -31.74% |
Seneschal Advisors LLC Seneschal Advisors LLC | 587 | $107,081.8 | $72,236.22 | -$34,845.58 | -32.54% |
Curtis Harrell Tounjian Advisory Partners LLC | 1,425 | $120,270 | $245,100 | $124,830 | 103.79% |