| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,936 | $324,897.26 | $330,938.88 | $6,041.62 | 1.86% |
PETER KRUSSEL Southland Equity Partners LLC | 4,457 | $264,647.89 | $374,031.44 | $109,383.55 | 41.33% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,470 | $1.56M | $1.53M | -$33,380.15 | -2.14% |
Taylor Wagner Valued Wealth Advisors LLC | 872 | $60,702.52 | $73,139 | $12,436.48 | 20.49% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 16,789 | $876,711.55 | $1.39M | $515,936 | 58.85% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 53,056 | $2.68M | $4.45M | $1.77M | 66.29% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,479 | $762,963.96 | $878,087.8 | $115,123.84 | 15.09% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,095 | $326,809.94 | $345,372.3 | $18,562.36 | 5.68% |
Anthony Blagrove Traveka Wealth, LLC | 5,650 | $362,085.45 | $477,029.5 | $114,944.05 | 31.75% |
Julie Beswick Advantage Trust Co | 800 | $39,376 | $67,544 | $28,168 | 71.54% |
Cody Gehman Stonebridge Financial Group, LLC | 3,620 | $321,001.34 | $303,482.7 | -$17,518.64 | -5.46% |
Wayne Atkins VCI Wealth Management LLC | 22,824 | $2.09M | $1.9M | -$191,513.42 | -9.18% |
Curtis Burkholder Bare Financial Services, Inc | 331 | $26,922.1 | $27,390.25 | $468.15 | 1.74% |
Thomas Hood Alternative Investment Advisors, LLC. | 5,197 | $234,381.97 | $430,623.42 | $196,241.45 | 83.73% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,836 | $223,565.79 | $317,160.48 | $93,594.69 | 41.86% |
Kevin Stillman Evernest Financial Advisors, LLC | 5,430 | $413,788.65 | $457,911.9 | $44,123.25 | 10.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 119 | $11,090.83 | $9,981.12 | -$1,109.71 | -10.01% |
Sam Tedawes Quantessence Capital LLC | 3,754 | $310,231 | $311,394.3 | $1,163.3 | 0.37% |
Joshua Stipcich Tidemark, LLC | 705 | $51,490.84 | $57,630.22 | $6,139.38 | 11.92% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,722 | $512,178.04 | $809,939.82 | $297,761.78 | 58.14% |