| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,997 | $113,811.7 | $139,944.91 | $26,133.21 | 22.96% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 804 | $30,310.6 | $37,896.54 | $7,585.94 | 25.03% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 158,982 | $5.17M | $7.53M | $2.36M | 45.71% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,851 | $579,463.31 | $551,901.07 | -$27,562.24 | -4.76% |
Taylor Wagner Valued Wealth Advisors LLC | 327 | $13,423.61 | $15,400.06 | $1,976.45 | 14.72% |
Mark Fonville Fonville Wealth Management LLC | 5,008 | $188,560.75 | $237,729.76 | $49,169.01 | 26.08% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 37,553 | $1.87M | $1.75M | -$123,174.38 | -6.58% |
Julie Beswick Advantage Trust Co | 300 | $14,946 | $14,329.5 | -$616.5 | -4.12% |
Cody Gehman Stonebridge Financial Group, LLC | 10,237 | $445,842.73 | $481,190.18 | $35,347.45 | 7.93% |
Curtis Burkholder Bare Financial Services, Inc | 812 | $34,355.06 | $37,814.84 | $3,459.78 | 10.07% |
Keisuke Ichihara Rakuten Securities, Inc. | 81 | $3,366.15 | $3,814.69 | $448.54 | 13.33% |
Joshua Stipcich Tidemark, LLC | 127 | $5,838 | $5,882 | $44 | 0.75% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 29,832 | $1.12M | $1.41M | $288,454.47 | 25.82% |
Wynn Capital LLC Wynn Capital, LLC | 7,164 | $294,799.39 | $333,591.66 | $38,792.27 | 13.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,848 | $89,113.84 | $85,590.12 | -$3,523.72 | -3.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 28,703 | $1.2M | $1.31M | $111,392.43 | 9.31% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,836 | $219,199.99 | $276,976.56 | $57,776.57 | 26.36% |
Matthew Stead Sachetta, LLC | 190 | $8,331.12 | $8,864.45 | $533.33 | 6.4% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,411 | $65,134.45 | $65,710.27 | $575.82 | 0.88% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 11,035 | $546,209.64 | $522,231.37 | -$23,978.27 | -4.39% |