| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 1,693 | $277,155.32 | $363,165.43 | $86,010.11 | 31.03% |
Jon Deven Mouton CAP Partners, LLC | 1,170 | $184,744.91 | $252,269.55 | $67,524.64 | 36.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,312 | $834,898.23 | $927,080 | $92,181.77 | 11.04% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $4,107.41 | $5,351.75 | $1,244.34 | 30.3% |
Steven JE Manders BKM Wealth Management, LLC | 11,052 | $1.76M | $2.38M | $623,169.04 | 35.44% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,285 | $226,532.68 | $275,208.45 | $48,675.77 | 21.49% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,008 | $190,336.86 | $215,898.48 | $25,561.62 | 13.43% |
Mark Heider Peirce Capital Management, LLC | 2,310 | $443,251 | $494,755.8 | $51,504.8 | 11.62% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,012 | $577,369.2 | $645,983.64 | $68,614.44 | 11.88% |
Dane Grouell Turning Point Benefit Group, Inc. | 21,715 | $4.48M | $4.66M | $187,888.28 | 4.2% |
Kaitlyn Barnes Financial Architects, LLC | 3,415 | $655,440.5 | $729,204.95 | $73,764.45 | 11.25% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 31,171 | $5.6M | $6.71M | $1.12M | 19.97% |
Mark Fonville Fonville Wealth Management LLC | 22,727 | $3.96M | $4.9M | $942,394.57 | 23.82% |
Cody Gehman Stonebridge Financial Group, LLC | 1,087 | $210,815.2 | $233,232.15 | $22,416.95 | 10.63% |
Kevin Stillman Evernest Financial Advisors, LLC | 124,588 | $21.74M | $26.86M | $5.12M | 23.54% |
Keisuke Ichihara Rakuten Securities, Inc. | 11 | $2,111.08 | $2,354.77 | $243.69 | 11.54% |
Joshua Stipcich Tidemark, LLC | 231 | $39,727.97 | $49,438.62 | $9,710.65 | 24.44% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,996 | $1.25M | $1.5M | $253,224.04 | 20.33% |
Andrea Butler Sequent Planning LLC | 1,839 | $352,250.68 | $394,612.62 | $42,361.94 | 12.03% |
Bryan Gleason 14B Captial Management LP | 12,000 | $2.3M | $2.56M | $262,380 | 11.41% |