| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 78 | $10,918 | $18,780.06 | $7,862.06 | 72.01% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 273 | $56,573 | $65,894.01 | $9,321.01 | 16.48% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,021 | $211,694 | $246,438.77 | $34,744.77 | 16.41% |
Taylor Wagner Valued Wealth Advisors LLC | 79 | $14,933.82 | $19,068.23 | $4,134.41 | 27.68% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,624 | $231,868.26 | $391,984.88 | $160,116.62 | 69.05% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,557 | $257,940.63 | $375,813.09 | $117,872.46 | 45.7% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,785 | $389,844.3 | $672,215.45 | $282,371.15 | 72.43% |
Julie Beswick Advantage Trust Co | 31 | $4,339.38 | $7,746.9 | $3,407.52 | 78.53% |
Curtis Burkholder Bare Financial Services, Inc | 25 | $5,165.1 | $6,008.25 | $843.15 | 16.32% |
Keisuke Ichihara Rakuten Securities, Inc. | 24 | $4,975.53 | $5,767.92 | $792.39 | 15.93% |
Joshua Stipcich Tidemark, LLC | 11 | $2,277.69 | $2,643.63 | $365.94 | 16.07% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 9,531 | $1.41M | $2.29M | $876,915.61 | 62.03% |
Rob Dainard Hara Capital LLC | 80 | $15,171.81 | $19,226.4 | $4,054.59 | 26.72% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 142 | $29,443.32 | $34,126.86 | $4,683.54 | 15.91% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 986 | $211,670 | $237,990.82 | $26,320.82 | 12.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,998 | $814,770.55 | $962,758.38 | $147,987.83 | 18.16% |
Craig Silberg EVERPAR ADVISORS LLC | 3,438 | $568,230.78 | $826,254.54 | $258,023.76 | 45.41% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,447 | $491,420.73 | $828,417.51 | $336,996.78 | 68.58% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,641 | $340,314 | $394,381.53 | $54,067.53 | 15.89% |
Matthew Stead Sachetta, LLC | 133 | $21,528.48 | $33,296.55 | $11,768.07 | 54.66% |