| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 9,146 | $611,889.59 | $643,695.48 | $31,805.89 | 5.2% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 19,238 | $1.76M | $1.37M | -$386,021.86 | -21.98% |
Timothy Bolger Arrow Capital Pty Ltd | 58,764 | $4.24M | $4.1M | -$141,914.82 | -3.35% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,479 | $321,085.15 | $245,965.3 | -$75,119.85 | -23.4% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7 | $431.02 | $495.11 | $64.09 | 14.87% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 38 | $2,339.66 | $2,680.33 | $340.67 | 14.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,328 | $214,314.55 | $235,123.2 | $20,808.65 | 9.71% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,509 | $243,371.7 | $318,876.48 | $75,504.78 | 31.02% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,191 | $200,118.98 | $227,645.94 | $27,526.96 | 13.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,108 | $934,837.24 | $720,397.16 | -$214,440.08 | -22.94% |
Taylor Wagner Valued Wealth Advisors LLC | 170 | $12,262.1 | $11,961.2 | -$300.9 | -2.45% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 20,498 | $1.72M | $1.45M | -$270,006.14 | -15.69% |
Joel Arber L1 Capital International Pty Ltd | 634,053 | $53.48M | $44.31M | -$9.18M | -17.16% |
Anthony Blagrove Traveka Wealth, LLC | 3,206 | $239,412.21 | $227,818.36 | -$11,593.85 | -4.84% |
Curtis Burkholder Bare Financial Services, Inc | 228 | $18,545.94 | $16,249.56 | -$2,296.38 | -12.38% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,063 | $284,174.69 | $215,451.42 | -$68,723.27 | -24.18% |
Joshua Stipcich Tidemark, LLC | 290 | $22,781.44 | $20,487.05 | -$2,294.39 | -10.07% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 13,140 | $809,951.32 | $924,793.2 | $114,841.88 | 14.18% |
Wynn Capital LLC Wynn Capital, LLC | 5,424 | $455,678.09 | $386,351.52 | -$69,326.57 | -15.21% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 322 | $23,284.19 | $22,736.42 | -$547.77 | -2.35% |