| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 1,637 | $1.62M | $2.67M | $1.05M | 65.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 448 | $311,880.66 | $729,792 | $417,911.34 | 134% |
CARL LYMANGOOD Petros Family Wealth, LLC | 226 | $241,788.05 | $368,154 | $126,365.95 | 52.26% |
Timothy Bolger Arrow Capital Pty Ltd | 1,650 | $3.28M | $2.77M | -$513,513 | -15.64% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 111 | $221,088 | $193,263.76 | -$27,824.24 | -12.59% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 18 | $13,292.28 | $29,322 | $16,029.72 | 120.59% |
Jeffrey McGrath Cetera Trust Company, N.A | 535 | $406,226 | $968,387.4 | $562,161.4 | 138.39% |
Jonathon Gold Gold Investment Management Ltd. | 1,875 | $1.43M | $3.15M | $1.71M | 119.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 290 | $355,186.88 | $524,920.27 | $169,733.39 | 47.79% |
PETER KRUSSEL Southland Equity Partners LLC | 123 | $244,701 | $200,367 | -$44,334 | -18.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,185 | $1.96M | $3.56M | $1.6M | 81.98% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 462 | $426,355.71 | $836,252.29 | $409,896.58 | 96.14% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,463 | $2.19M | $4.01M | $1.83M | 83.51% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $15,369.88 | $21,177 | $5,807.12 | 37.78% |
Steven JE Manders BKM Wealth Management, LLC | 1,102 | $845,548.31 | $1.8M | $949,609.69 | 112.31% |
Darin Sadow Freestone Grove Partners LP | 269 | $287,792.34 | $496,057.51 | $208,265.17 | 72.37% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 229 | $455,582 | $412,058.02 | -$43,523.98 | -9.55% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 291 | $400,408.56 | $536,627.27 | $136,218.71 | 34.02% |
Anthony Blagrove Traveka Wealth, LLC | 694 | $555,377.29 | $1.13M | $575,148.71 | 103.56% |
Cody Gehman Stonebridge Financial Group, LLC | 129 | $256,638 | $210,141 | -$46,497 | -18.12% |