| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cody Branson FLOYD FINANCIAL GROUP LLC | 5,909 | $1.01M | $1.04M | $30,944.37 | 3.08% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,402 | $352,879.07 | $414,633.24 | $61,754.17 | 17.5% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,797 | $2.67M | $2.9M | $230,604.38 | 8.64% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,528 | $282,386 | $263,763.36 | -$18,622.64 | -6.59% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,087 | $200,843 | $187,637.94 | -$13,205.06 | -6.57% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,002 | $290,616.66 | $345,585.24 | $54,968.58 | 18.91% |
Cody Gehman Stonebridge Financial Group, LLC | 21,050 | $3.27M | $3.63M | $362,559.33 | 11.08% |
Wayne Atkins VCI Wealth Management LLC | 11,420 | $2.11M | $2.04M | -$72,186.6 | -3.42% |
Curtis Burkholder Bare Financial Services, Inc | 143 | $24,234.56 | $25,511.2 | $1,276.64 | 5.27% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,754 | $1.17M | $1.17M | -$482.54 | -0.04% |
Keisuke Ichihara Rakuten Securities, Inc. | 11,118 | $1.72M | $1.95M | $227,075.39 | 13.17% |
Joshua Stipcich Tidemark, LLC | 2,748 | $381,846.1 | $483,345.72 | $101,499.62 | 26.58% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,717 | $1.75M | $1.85M | $98,262.67 | 5.61% |
Andrea Butler Sequent Planning LLC | 1,287 | $237,825 | $222,161.94 | -$15,663.06 | -6.59% |
Jaran Day OPINICUS CAPITAL, INC. | 9,456 | $1.39M | $1.69M | $301,928.6 | 21.79% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,759 | $255,101.25 | $313,840.78 | $58,739.53 | 23.03% |
Wynn Capital LLC Wynn Capital, LLC | 9,710 | $1.43M | $1.73M | $302,826.92 | 21.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 200 | $36,271.28 | $35,165 | -$1,106.28 | -3.05% |
Christy Clarin Portfolio Design Labs, LLC | 18,755 | $3.28M | $3.24M | -$44,775.91 | -1.36% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 57,687 | $8.45M | $10.16M | $1.71M | 20.26% |