| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $12,038.33 | $22,710.88 | $10,672.55 | 88.65% |
Jeffrey McGrath Cetera Trust Company, N.A | 78 | $10,918 | $19,955.52 | $9,037.52 | 82.78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,125 | $236,439.81 | $297,089.99 | $60,650.18 | 25.65% |
Taylor Wagner Valued Wealth Advisors LLC | 95 | $18,768.1 | $25,087.6 | $6,319.5 | 33.67% |
Darin Sadow Freestone Grove Partners LP | 2 | $476 | $522.82 | $46.82 | 9.84% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,122 | $161,128.82 | $302,569.74 | $141,440.92 | 87.78% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,581 | $263,650.36 | $413,289.21 | $149,638.85 | 56.76% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,768 | $387,464.64 | $730,973.4 | $343,508.76 | 88.66% |
Julie Beswick Advantage Trust Co | 31 | $4,339.38 | $8,186.48 | $3,847.1 | 88.66% |
Curtis Burkholder Bare Financial Services, Inc | 77 | $17,537.72 | $20,334.16 | $2,796.44 | 15.95% |
Joshua Stipcich Tidemark, LLC | 11 | $2,277.69 | $2,936.34 | $658.65 | 28.92% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 9,625 | $1.44M | $2.54M | $1.11M | 77% |
Rob Dainard Hara Capital LLC | 80 | $15,171.81 | $21,573.6 | $6,401.79 | 42.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 142 | $29,443.32 | $37,499.36 | $8,056.04 | 27.36% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 986 | $211,670 | $252,258.24 | $40,588.24 | 19.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,998 | $814,770.55 | $1.02M | $208,077.77 | 25.54% |
Craig Silberg EVERPAR ADVISORS LLC | 3,438 | $568,230.78 | $907,907 | $339,676.22 | 59.78% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,522 | $509,265.91 | $940,162.68 | $430,896.77 | 84.61% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,648 | $341,979.11 | $435,203.82 | $93,224.71 | 27.26% |
Matthew Stead Sachetta, LLC | 166 | $29,389.83 | $43,837.28 | $14,447.45 | 49.16% |