| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CARL LYMANGOOD Petros Family Wealth, LLC | 5,313 | $742,556.26 | $994,779.55 | $252,223.29 | 33.97% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,286 | $517,861.18 | $794,328.67 | $276,467.49 | 53.39% |
Jonathon Gold Gold Investment Management Ltd. | 15,710 | $1.55M | $2.92M | $1.36M | 87.75% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,217 | $161,731.97 | $226,045.58 | $64,313.61 | 39.77% |
Donald Hatcher Solutions 4 Wealth, Ltd | 24,333 | $2.38M | $4.57M | $2.19M | 92.1% |
PETER KRUSSEL Southland Equity Partners LLC | 3,457 | $331,547.23 | $641,066.08 | $309,518.85 | 93.36% |
Jon Deven Mouton CAP Partners, LLC | 1,900 | $240,568.5 | $354,255 | $113,686.5 | 47.26% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 24,619 | $3.54M | $4.62M | $1.08M | 30.38% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,877 | $1.85M | $2.44M | $582,297.92 | 31.41% |
Taylor Wagner Valued Wealth Advisors LLC | 440 | $63,347 | $80,718 | $17,371 | 27.42% |
Steven JE Manders BKM Wealth Management, LLC | 1,809 | $207,116.62 | $338,047.83 | $130,931.21 | 63.22% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 25,710 | $2.48M | $4.85M | $2.37M | 95.72% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,472 | $295,601.76 | $464,661.84 | $169,060.08 | 57.19% |
Darin Sadow Freestone Grove Partners LP | 64 | $12,193 | $12,035.2 | -$157.8 | -1.29% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 3,638 | $428,358.74 | $683,834.86 | $255,476.12 | 59.64% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 4,532 | $440,379.01 | $851,336.2 | $410,957.19 | 93.32% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 60,504 | $5.92M | $11.23M | $5.31M | 89.81% |
Brad Sayre Shared Vision Wealth Group LLC | 2,863 | $275,497.9 | $542,080.42 | $266,582.52 | 96.76% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 1,265 | $241,008 | $238,477.8 | -$2,530.2 | -1.05% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,021 | $405,878 | $560,939.28 | $155,061.28 | 38.2% |