| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 563 | $42,755.6 | $50,385.68 | $7,630.08 | 17.85% |
Jeffrey McGrath Cetera Trust Company, N.A | 450 | $31,554 | $40,828.5 | $9,274.5 | 29.39% |
PETER KRUSSEL Southland Equity Partners LLC | 4,243 | $275,029.99 | $385,179.54 | $110,149.55 | 40.05% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 136,394 | $9.23M | $12.37M | $3.15M | 34.11% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,145 | $860,151 | $815,551.1 | -$44,599.9 | -5.19% |
Taylor Wagner Valued Wealth Advisors LLC | 69 | $6,598.43 | $6,290.04 | -$308.39 | -4.67% |
Darin Sadow Freestone Grove Partners LP | 74,550 | $7.14M | $6.67M | -$460,719.5 | -6.46% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,161 | $198,615.96 | $193,495.94 | -$5,120.02 | -2.58% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 6,479 | $620,074 | $588,228.41 | -$31,845.59 | -5.14% |
Dane Grouell Turning Point Benefit Group, Inc. | 4,786 | $413,028.11 | $426,480.46 | $13,452.35 | 3.26% |
Mark Fonville Fonville Wealth Management LLC | 5,296 | $405,441.95 | $477,381.44 | $71,939.49 | 17.74% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,284 | $210,207.61 | $207,204.48 | -$3,003.13 | -1.43% |
Anthony Blagrove Traveka Wealth, LLC | 2,404 | $221,575.05 | $217,862.5 | -$3,712.55 | -1.68% |
Julie Beswick Advantage Trust Co | 321 | $30,641.49 | $29,090.62 | -$1,550.87 | -5.06% |
Cody Gehman Stonebridge Financial Group, LLC | 40,080 | $3.5M | $3.63M | $137,602.16 | 3.93% |
Curtis Burkholder Bare Financial Services, Inc | 179 | $16,886.96 | $15,963.22 | -$923.74 | -5.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 80 | $6,839.4 | $7,292.8 | $453.4 | 6.63% |
Joshua Stipcich Tidemark, LLC | 233 | $17,043.35 | $20,816.22 | $3,772.87 | 22.14% |
Jaran Day OPINICUS CAPITAL, INC. | 2,183 | $170,218.9 | $194,767.26 | $24,548.36 | 14.42% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,166 | $222,540.74 | $282,328.05 | $59,787.31 | 26.87% |