| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,916 | $1.11M | $1.14M | $23,127.88 | 2.07% |
Taylor Wagner Valued Wealth Advisors LLC | 94 | $8,745.87 | $8,975.12 | $229.25 | 2.62% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,411 | $221,601.42 | $229,912.96 | $8,311.54 | 3.75% |
Dane Grouell Turning Point Benefit Group, Inc. | 3,976 | $335,554.81 | $379,628.48 | $44,073.67 | 13.13% |
Mark Fonville Fonville Wealth Management LLC | 4,992 | $376,345.66 | $476,636.16 | $100,290.5 | 26.65% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,306 | $212,227.9 | $220,176.88 | $7,948.98 | 3.75% |
Anthony Blagrove Traveka Wealth, LLC | 2,335 | $214,972.32 | $222,945.8 | $7,973.48 | 3.71% |
Julie Beswick Advantage Trust Co | 21 | $1,928.4 | $2,001.3 | $72.9 | 3.78% |
Cody Gehman Stonebridge Financial Group, LLC | 38,848 | $3.4M | $3.71M | $314,073.71 | 9.25% |
Curtis Burkholder Bare Financial Services, Inc | 110 | $10,283 | $10,483 | $200 | 1.94% |
Keisuke Ichihara Rakuten Securities, Inc. | 81 | $6,921.72 | $7,719.3 | $797.58 | 11.52% |
Joshua Stipcich Tidemark, LLC | 277 | $20,128.63 | $26,398.1 | $6,269.47 | 31.15% |
Jaran Day OPINICUS CAPITAL, INC. | 2,165 | $168,495.87 | $206,714.2 | $38,218.33 | 22.68% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,166 | $222,540.74 | $301,719.8 | $79,179.06 | 35.58% |
Wynn Capital LLC Wynn Capital, LLC | 4,971 | $351,004.7 | $473,736.3 | $122,731.6 | 34.97% |
Rob Dainard Hara Capital LLC | 22 | $2,023 | $2,096.6 | $73.6 | 3.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 95 | $9,169 | $9,053.5 | -$115.5 | -1.26% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 8,469 | $614,979.91 | $808,620.12 | $193,640.21 | 31.49% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 2,850 | $209,702 | $271,605 | $61,903 | 29.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,791 | $3.24M | $3.71M | $471,452.73 | 14.57% |