| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Sadow Freestone Grove Partners LP | 30,774 | $4.66M | $4.44M | -$217,264.44 | -4.66% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 6,795 | $1.08M | $980,246.7 | -$95,200.23 | -8.85% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 76,967 | $7.37M | $11.33M | $3.97M | 53.86% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,503 | $530,669 | $515,343.84 | -$15,325.16 | -2.89% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,542 | $361,442.63 | $521,400.11 | $159,957.48 | 44.26% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,338 | $205,493 | $193,822.68 | -$11,670.32 | -5.68% |
Anthony Blagrove Traveka Wealth, LLC | 2,656 | $305,095.97 | $390,631.2 | $85,535.23 | 28.04% |
Wayne Atkins VCI Wealth Management LLC | 16,359 | $2.59M | $2.36M | -$228,358.03 | -8.82% |
Curtis Burkholder Bare Financial Services, Inc | 213 | $30,334.16 | $30,795.54 | $461.38 | 1.52% |
Kevin Stillman Evernest Financial Advisors, LLC | 9,853 | $808,747.8 | $1.45M | $636,982.89 | 78.76% |
Keisuke Ichihara Rakuten Securities, Inc. | 106 | $14,024.81 | $15,612.21 | $1,587.4 | 11.32% |
Joshua Stipcich Tidemark, LLC | 109 | $11,412.31 | $15,700.36 | $4,288.05 | 37.57% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,832 | $482,797.27 | $563,763.84 | $80,966.57 | 16.77% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,849 | $651,139.35 | $1.01M | $356,177.32 | 54.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 121 | $16,619.76 | $17,435.49 | $815.73 | 4.91% |
RENEE BRUNNER Elite Life Management LLC | 1,284 | $200,011.51 | $185,589.35 | -$14,422.16 | -7.21% |
Christy Clarin Portfolio Design Labs, LLC | 33,341 | $4.11M | $4.9M | $792,099.97 | 19.29% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,750 | $164,167.5 | $252,910 | $88,742.5 | 54.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 28,824 | $3.49M | $4.17M | $677,817 | 19.42% |
Craig Silberg EVERPAR ADVISORS LLC | 5,912 | $587,258.06 | $870,364.64 | $283,106.58 | 48.21% |