| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alison Gould Persium Advisors, LLC | 51,041 | $1.19M | $1.2M | $9,888.37 | 0.83% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 33,680 | $656,719.99 | $796,868.8 | $140,148.81 | 21.34% |
Greg Reidy Granite FO LLC | 746 | $19,881.83 | $17,195.3 | -$2,686.53 | -13.51% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 32,186 | $661,531.37 | $761,520.76 | $99,989.39 | 15.11% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,912 | $94,107.2 | $92,264.52 | -$1,842.68 | -1.96% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 18,512 | $440,289.46 | $435,032 | -$5,257.46 | -1.19% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 38,246 | $747,874.31 | $910,977.65 | $163,103.34 | 21.81% |
Jesper Bonnivier Avanza Fonder AB | 742,419 | $17.21M | $17.5M | $290,277.71 | 1.69% |
JAMES ELIOS Elios Financial Group Inc. | 23,277 | $512,632.23 | $547,009.5 | $34,377.27 | 6.71% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 10,664 | $257,655.58 | $251,359.01 | -$6,296.57 | -2.44% |
Tuomas Suomela S-Bank Fund Management Ltd | 43,790 | $906,453 | $1.04M | $130,494.2 | 14.4% |
Taryn Anderson YANKCOM Partnership | 2,839 | $69,417.89 | $66,716.5 | -$2,701.39 | -3.89% |
David Levy Diversified Enterprises LLC | 62,285 | $1.54M | $1.47M | -$70,310.27 | -4.56% |
Nathan White Paragon Capital Management Inc. | 14,000 | $260,120 | $329,000 | $68,880 | 26.48% |
Matthew Riley Hickory Point Bank & Trust | 9,797 | $224,034.98 | $230,915.29 | $6,880.31 | 3.07% |
Adam Amante Fortress Financial Solutions LLC | 32,897 | $766,178.5 | $779,000.96 | $12,822.46 | 1.67% |
Seneschal Advisors LLC Seneschal Advisors LLC | 2,322 | $65,511.74 | $54,845.64 | -$10,666.1 | -16.28% |
Curtis Harrell Tounjian Advisory Partners LLC | 3,678 | $104,013.91 | $86,690.46 | -$17,323.45 | -16.65% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 50,473 | $1.11M | $1.19M | $84,326.41 | 7.6% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 17,292 | $316,724.65 | $408,696.42 | $91,971.77 | 29.04% |