| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12,482 | $345,854.4 | $296,447.5 | -$49,406.9 | -14.29% |
PETER KRUSSEL Southland Equity Partners LLC | 27,034 | $516,746.4 | $638,948.59 | $122,202.19 | 23.65% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 55,107 | $1.21M | $1.3M | $87,070.34 | 7.21% |
Taylor Wagner Valued Wealth Advisors LLC | 3,159 | $76,542.95 | $74,015.37 | -$2,527.58 | -3.3% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 12,328 | $311,680.86 | $291,433.92 | -$20,246.94 | -6.5% |
Anthony Blagrove Traveka Wealth, LLC | 12,352 | $275,734.82 | $294,211.05 | $18,476.23 | 6.7% |
Julie Beswick Advantage Trust Co | 1,523 | $31,938 | $36,276.18 | $4,338.18 | 13.58% |
Cody Gehman Stonebridge Financial Group, LLC | 13,209 | $308,685.21 | $312,194.71 | $3,509.5 | 1.14% |
Wayne Atkins VCI Wealth Management LLC | 58,004 | $1.51M | $1.36M | -$157,819.77 | -10.42% |
Kent Keister Bear Mountain Capital, Inc. | 55 | $1,488 | $1,310.1 | -$177.9 | -11.96% |
Curtis Burkholder Bare Financial Services, Inc | 1,085 | $27,088.84 | $25,497.5 | -$1,591.34 | -5.87% |
Thomas Hood Alternative Investment Advisors, LLC. | 9,861 | $224,754.75 | $232,078.63 | $7,323.88 | 3.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 10,549 | $239,620.32 | $247,163.07 | $7,542.75 | 3.15% |
Joshua Stipcich Tidemark, LLC | 3,753 | $64,508.77 | $88,777.21 | $24,268.44 | 37.62% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 62,373 | $1.18M | $1.47M | $296,214.51 | 25.19% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 26,709 | $510,858.09 | $627,928.59 | $117,070.5 | 22.92% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 283,330 | $4.91M | $6.74M | $1.83M | 37.33% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 15,631 | $262,287.78 | $369,985.77 | $107,697.99 | 41.06% |
Rob Dainard Hara Capital LLC | 774 | $17,097.16 | $18,293.49 | $1,196.33 | 7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,744 | $93,190.71 | $88,564.32 | -$4,626.39 | -4.96% |