| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 7,351 | $296,904.23 | $326,016.85 | $29,112.62 | 9.81% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 738 | $22,612.32 | $32,730.3 | $10,117.98 | 44.75% |
Donald Hatcher Solutions 4 Wealth, Ltd | 15,366 | $499,944.46 | $681,482.1 | $181,537.64 | 36.31% |
PETER KRUSSEL Southland Equity Partners LLC | 5,415 | $248,468.69 | $240,155.25 | -$8,313.44 | -3.35% |
Jon Deven Mouton CAP Partners, LLC | 11,482 | $472,336.98 | $509,226.7 | $36,889.72 | 7.81% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,584 | $156,819.24 | $158,950.4 | $2,131.16 | 1.36% |
Darin Sadow Freestone Grove Partners LP | 97,401 | $4.42M | $4.32M | -$100,322.69 | -2.27% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 123,034 | $5.05M | $5.46M | $405,552.76 | 8.03% |
Brad Sayre Shared Vision Wealth Group LLC | 5,000 | $226,000 | $221,750 | -$4,250 | -1.88% |
Dane Grouell Turning Point Benefit Group, Inc. | 6,892 | $309,955.9 | $305,660.2 | -$4,295.7 | -1.39% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 17,100 | $544,988.69 | $758,385 | $213,396.31 | 39.16% |
| MG Melissa Glennie Capital Management Associates, Inc | 11,329 | $474,349.35 | $502,441.15 | $28,091.8 | 5.92% |
Wayne Atkins VCI Wealth Management LLC | 5,456 | $218,221.4 | $238,127.12 | $19,905.72 | 9.12% |
Kent Keister Bear Mountain Capital, Inc. | 10 | $457 | $443.5 | -$13.5 | -2.95% |
Kevin Stillman Evernest Financial Advisors, LLC | 33,574 | $1.33M | $1.47M | $140,226.45 | 10.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 777 | $35,656.24 | $34,063.68 | -$1,592.56 | -4.47% |
Joshua Stipcich Tidemark, LLC | 136 | $6,241 | $5,929.6 | -$311.4 | -4.99% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,178 | $292,980.68 | $318,344.3 | $25,363.62 | 8.66% |
Andrea Butler Sequent Planning LLC | 8,523 | $370,836.54 | $377,654.13 | $6,817.59 | 1.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 670 | $29,889.33 | $29,714.5 | -$174.83 | -0.58% |