| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,601 | $247,744.83 | $239,237.43 | -$8,507.4 | -3.43% |
Jonathon Gold Gold Investment Management Ltd. | 1,282 | $184,303.61 | $191,530.8 | $7,227.19 | 3.92% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 486 | $71,269 | $73,147.86 | $1,878.86 | 2.64% |
PETER KRUSSEL Southland Equity Partners LLC | 5,120 | $792,500 | $769,331.2 | -$23,168.8 | -2.92% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,895 | $293,346.02 | $282,961.4 | -$10,384.62 | -3.54% |
Taylor Wagner Valued Wealth Advisors LLC | 61 | $9,443 | $9,102.42 | -$340.58 | -3.61% |
Darin Sadow Freestone Grove Partners LP | 20,458 | $3M | $3.06M | $56,669.04 | 1.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 46,420 | $6.71M | $6.94M | $226,933.57 | 3.38% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,518 | $368,333 | $376,189.2 | $7,856.2 | 2.13% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,302 | $201,550 | $194,518.8 | -$7,031.2 | -3.49% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,032 | $725,695.22 | $755,504.48 | $29,809.26 | 4.11% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 20,203 | $2.76M | $3.02M | $263,000.65 | 9.55% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,440 | $222,966 | $215,380.8 | -$7,585.2 | -3.4% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,638 | $360,784.42 | $394,117.2 | $33,332.78 | 9.24% |
Cody Gehman Stonebridge Financial Group, LLC | 193,341 | $29.93M | $28.89M | -$1.04M | -3.49% |
Wayne Atkins VCI Wealth Management LLC | 3,528 | $501,885.57 | $529,693.92 | $27,808.35 | 5.54% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,328 | $207,593 | $198,296.96 | -$9,296.04 | -4.48% |
Keisuke Ichihara Rakuten Securities, Inc. | 441 | $64,956.04 | $66,321.99 | $1,365.95 | 2.1% |
Joshua Stipcich Tidemark, LLC | 10,770 | $1.5M | $1.61M | $104,579.4 | 6.95% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,318 | $347,737.76 | $348,024.52 | $286.76 | 0.08% |