| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,009 | $233,014.34 | $235,354.35 | $2,340.01 | 1% |
Jon Deven Mouton CAP Partners, LLC | 18,175 | $1.45M | $2.13M | $677,247.34 | 46.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,186 | $249,606 | $256,089.9 | $6,483.9 | 2.6% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,868 | $577,441.6 | $570,286.2 | -$7,155.4 | -1.24% |
Kent Keister Bear Mountain Capital, Inc. | 55 | $4,849.22 | $6,443.25 | $1,594.03 | 32.87% |
Curtis Burkholder Bare Financial Services, Inc | 142 | $16,880.42 | $16,635.3 | -$245.12 | -1.45% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $78 | $150.41 | $72.41 | 92.83% |
Joshua Stipcich Tidemark, LLC | 1,561 | $121,199.42 | $236,585.16 | $115,385.74 | 95.2% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,382 | $827,291.62 | $1.22M | $388,959.68 | 47.02% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,018 | $240,072.2 | $353,558.7 | $113,486.5 | 47.27% |
Wynn Capital LLC Wynn Capital, LLC | 2,385 | $285,624.81 | $279,402.75 | -$6,222.06 | -2.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,479 | $173,116.41 | $173,264.85 | $148.44 | 0.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,375 | $204,875 | $206,813.75 | $1,938.75 | 0.95% |
Craig Silberg EVERPAR ADVISORS LLC | 2,497 | $210,597.5 | $292,523.55 | $81,926.05 | 38.9% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 386 | $45,788.56 | $59,567.52 | $13,778.96 | 30.09% |
Chandler te Velde Maia Wealth LLC | 1,964 | $232,970 | $230,082.6 | -$2,887.4 | -1.24% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,606 | $1.09M | $1.48M | $388,937.43 | 35.75% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 20,865 | $1.3M | $2.44M | $1.14M | 88.11% |
Nicholas Holmes Objectivity Squared, LLC | 5,624 | $461,267.88 | $852,373.44 | $391,105.56 | 84.79% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 27,934 | $4.15M | $3.27M | -$878,803.72 | -21.17% |