| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 2,062 | $218,622.82 | $261,317.26 | $42,694.44 | 19.53% |
United Advisor Group LLC United Advisor Group, LLC | 21,462 | $3.19M | $2.72M | -$469,588.21 | -14.72% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,517 | $289,594.41 | $445,709.41 | $156,115 | 53.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 39 | $3,038.13 | $4,918.09 | $1,879.96 | 61.88% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 80 | $6,232 | $10,138.4 | $3,906.4 | 62.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,611 | $207,893.72 | $329,260.15 | $121,366.43 | 58.38% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,009 | $233,014.34 | $248,211.95 | $15,197.61 | 6.52% |
Jon Deven Mouton CAP Partners, LLC | 18,661 | $1.49M | $2.36M | $875,095.22 | 58.74% |
Darin Sadow Freestone Grove Partners LP | 98,125 | $11.71M | $12.37M | $660,765.46 | 5.64% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,059 | $600,098 | $637,965.19 | $37,867.19 | 6.31% |
Kent Keister Bear Mountain Capital, Inc. | 54 | $4,735.04 | $6,809.67 | $2,074.63 | 43.81% |
Curtis Burkholder Bare Financial Services, Inc | 82 | $10,029.44 | $10,388.58 | $359.14 | 3.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $78 | $126.69 | $48.69 | 62.42% |
Joshua Stipcich Tidemark, LLC | 1,561 | $121,199.42 | $197,763.09 | $76,563.67 | 63.17% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,559 | $841,079.93 | $1.34M | $496,639.78 | 59.05% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,100 | $246,460 | $392,739 | $146,279 | 59.35% |
Wynn Capital LLC Wynn Capital, LLC | 2,385 | $285,624.81 | $302,155.65 | $16,530.84 | 5.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 231 | $30,619.95 | $29,265.39 | -$1,354.56 | -4.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,375 | $204,875 | $174,568.76 | -$30,306.24 | -14.79% |
Craig Silberg EVERPAR ADVISORS LLC | 2,497 | $210,597.5 | $316,344.93 | $105,747.43 | 50.21% |