| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 300 | $11,606 | $17,082 | $5,476 | 47.18% |
Jonathon Gold Gold Investment Management Ltd. | 16,133 | $607,643.51 | $932,648.73 | $325,005.22 | 53.49% |
Donald Hatcher Solutions 4 Wealth, Ltd | 5,542 | $210,004.62 | $315,561.48 | $105,556.86 | 50.26% |
PETER KRUSSEL Southland Equity Partners LLC | 8,187 | $312,369.69 | $466,167.78 | $153,798.09 | 49.24% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,083 | $352,804.23 | $403,306.02 | $50,501.79 | 14.31% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $5,697 | $5,921.76 | $224.76 | 3.95% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 73,796 | $3.57M | $4.2M | $627,566.58 | 17.56% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 4,060 | $188,710.83 | $231,176.4 | $42,465.57 | 22.5% |
Darin Sadow Freestone Grove Partners LP | 1 | $54.77 | $58.16 | $3.39 | 6.19% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 38,919 | $2.05M | $2.22M | $169,049.95 | 8.26% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 182,551 | $7.04M | $10.55M | $3.51M | 49.93% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,202 | $332,489 | $353,141.88 | $20,652.88 | 6.21% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 18,547 | $900,364.78 | $1.08M | $178,328.74 | 19.81% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 62,493 | $2.37M | $3.56M | $1.19M | 50.23% |
Cody Gehman Stonebridge Financial Group, LLC | 537,284 | $28.8M | $30.59M | $1.79M | 6.21% |
Wayne Atkins VCI Wealth Management LLC | 30,059 | $1.58M | $1.71M | $129,552.16 | 8.19% |
Curtis Burkholder Bare Financial Services, Inc | 1,217 | $45,759 | $69,295.98 | $23,536.98 | 51.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 246 | $12,785.23 | $14,248.32 | $1,463.09 | 11.44% |
Joshua Stipcich Tidemark, LLC | 1,350 | $57,651.26 | $77,787 | $20,135.74 | 34.93% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,858 | $685,557.37 | $959,894.52 | $274,337.15 | 40.02% |