| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 4,555 | $206,039 | $261,320.35 | $55,281.35 | 26.83% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 215,401 | $11.24M | $12.36M | $1.12M | 9.94% |
Benj Foor Frazier Financial Advisors, LLC | 76 | $5,417.01 | $4,376.84 | -$1,040.17 | -19.2% |
Amir Har-El Savvy Advisors, Inc. | 13,423 | $794,753.37 | $771,084.23 | -$23,669.14 | -2.98% |
Joseph Morrison Sentry LLC | 8,456 | $642,148.49 | $486,981.04 | -$155,167.45 | -24.16% |
United Advisor Group LLC United Advisor Group, LLC | 10,248 | $692,904.42 | $590,182.32 | -$102,722.1 | -14.82% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,221 | $170,678.47 | $185,030.34 | $14,351.87 | 8.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,427 | $64,543 | $81,974.01 | $17,431.01 | 27.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,583 | $388,209 | $493,050.43 | $104,841.43 | 27.01% |
Taylor Wagner Valued Wealth Advisors LLC | 150 | $8,050.24 | $8,616.75 | $566.51 | 7.04% |
Darin Sadow Freestone Grove Partners LP | 194,143 | $8.78M | $11.15M | $2.37M | 27.01% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 25,726 | $1.49M | $1.48M | -$12,683.39 | -0.85% |
| CPC Charles P. Cocke Jr LB Partners LLC | 20,000 | $904,600 | $1.15M | $247,200 | 27.33% |
Curtis Burkholder Bare Financial Services, Inc | 8 | $362 | $459.4 | $97.4 | 26.91% |
Keisuke Ichihara Rakuten Securities, Inc. | 16,133 | $972,873.57 | $926,437.52 | -$46,436.05 | -4.77% |
Joshua Stipcich Tidemark, LLC | 62 | $3,613.25 | $3,560.35 | -$52.9 | -1.46% |
Wynn Capital LLC Wynn Capital, LLC | 10,953 | $681,997.29 | $628,976.02 | -$53,021.27 | -7.77% |
Rob Dainard Hara Capital LLC | 84,073 | $3.93M | $4.83M | $894,223.39 | 22.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 320 | $14,474 | $18,376 | $3,902 | 26.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,734 | $792,028.73 | $615,487.56 | -$176,541.17 | -22.29% |