| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 629 | $89,043.77 | $92,846.69 | $3,802.92 | 4.27% |
Jeffrey McGrath Cetera Trust Company, N.A | 800 | $115,704.06 | $118,088 | $2,383.94 | 2.06% |
One Degree Advisors Inc. One Degree Advisors Inc | 2,348 | $344,311.63 | $346,588.28 | $2,276.65 | 0.66% |
Jonathon Gold Gold Investment Management Ltd. | 25 | $3,616 | $4,009.75 | $393.75 | 10.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 860 | $110,810 | $126,944.6 | $16,134.6 | 14.56% |
PETER KRUSSEL Southland Equity Partners LLC | 3,873 | $579,303.24 | $571,693.53 | -$7,609.71 | -1.31% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 62,526 | $7.37M | $9.23M | $1.86M | 25.29% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,583 | $759,063.37 | $676,496.63 | -$82,566.74 | -10.88% |
Taylor Wagner Valued Wealth Advisors LLC | 204 | $34,212.85 | $30,112.44 | -$4,100.41 | -11.98% |
Darin Sadow Freestone Grove Partners LP | 11,199 | $1.44M | $1.65M | $210,877.39 | 14.62% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 5,909 | $1.01M | $872,227.49 | -$133,680.96 | -13.29% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,571 | $377,320.6 | $379,505.31 | $2,184.71 | 0.58% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,797 | $2.67M | $2.48M | -$189,488.59 | -7.1% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,087 | $200,843 | $160,452.07 | -$40,390.93 | -20.11% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,002 | $290,616.66 | $295,515.22 | $4,898.56 | 1.69% |
Cody Gehman Stonebridge Financial Group, LLC | 18,714 | $2.84M | $2.76M | -$78,791.03 | -2.77% |
Wayne Atkins VCI Wealth Management LLC | 11,420 | $2.11M | $1.86M | -$252,622.6 | -11.97% |
Curtis Burkholder Bare Financial Services, Inc | 143 | $24,234.56 | $21,108.23 | -$3,126.33 | -12.9% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,754 | $1.17M | $1.08M | -$83,083.96 | -7.12% |
Keisuke Ichihara Rakuten Securities, Inc. | 8,236 | $1.19M | $1.22M | $23,924.72 | 2.01% |