| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 770 | $567,028 | $535,404.12 | -$31,623.88 | -5.58% |
Cody Gehman Stonebridge Financial Group, LLC | 4,374 | $2.25M | $3.04M | $795,790.24 | 35.44% |
Curtis Burkholder Bare Financial Services, Inc | 228 | $109,572.25 | $158,535.24 | $48,962.99 | 44.69% |
Thomas Hood Alternative Investment Advisors, LLC. | 922 | $401,268.9 | $641,094.28 | $239,825.38 | 59.77% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,395 | $1.64M | $2.36M | $725,067.69 | 44.33% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,880 | $1.16M | $2M | $838,771.61 | 72.07% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,259 | $3.08M | $4.35M | $1.27M | 41.42% |
Joshua Stipcich Tidemark, LLC | 5,234 | $2.29M | $3.64M | $1.35M | 58.74% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 20,131 | $9.4M | $14M | $4.6M | 48.93% |
Andrea Butler Sequent Planning LLC | 4,847 | $2.2M | $3.37M | $1.17M | 53.1% |
Jaran Day OPINICUS CAPITAL, INC. | 6,955 | $2.9M | $4.84M | $1.94M | 66.76% |
Luke Bunch OxenFree Capital LLC | 2,772 | $1.29M | $1.93M | $641,374.01 | 49.87% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 44,576 | $18.28M | $31M | $12.71M | 69.56% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,324 | $2.26M | $3.01M | $747,523.69 | 33.09% |
David Ragan Grunden Financial Advisory, Inc. | 1,253 | $769,730 | $871,248.52 | $101,518.52 | 13.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,883 | $1.12M | $1.31M | $193,771.46 | 17.37% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 5,738 | $2.69M | $3.99M | $1.3M | 48.13% |
Paul Cohen Marest Capital, LLC | 467 | $282,313.18 | $324,719.12 | $42,405.94 | 15.02% |
JORDAN GREEN Valley Financial Group, Inc. | 1,768 | $724,031.36 | $1.23M | $505,312.12 | 69.79% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 8,113 | $3.4M | $5.64M | $2.24M | 65.7% |