| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 702 | $724,601.45 | $765,453.79 | $40,852.34 | 5.64% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,602 | $1.64M | $1.75M | $105,409.08 | 6.42% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 804 | $822,775.71 | $876,673.57 | $53,897.86 | 6.55% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 325 | $340,060.65 | $369,330.01 | $29,269.36 | 8.61% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 191 | $181,356.46 | $208,264.49 | $26,908.03 | 14.84% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,877 | $2.73M | $3.4M | $674,961.49 | 24.74% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 456 | $361,220.92 | $497,217.84 | $135,996.92 | 37.65% |
Jonathon Gold Gold Investment Management Ltd. | 2,529 | $2.59M | $2.85M | $261,204.55 | 10.09% |
PETER KRUSSEL Southland Equity Partners LLC | 1,182 | $1.21M | $1.29M | $78,007.52 | 6.44% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,284 | $6.45M | $6.85M | $399,681.28 | 6.19% |
Jon Deven Mouton CAP Partners, LLC | 220 | $225,821.3 | $239,885.8 | $14,064.5 | 6.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,786 | $18.61M | $20.48M | $1.88M | 10.1% |
Taylor Wagner Valued Wealth Advisors LLC | 33 | $33,582.43 | $35,982.87 | $2,400.44 | 7.15% |
Steven JE Manders BKM Wealth Management, LLC | 3,706 | $3.82M | $4.04M | $225,528.63 | 5.91% |
Darin Sadow Freestone Grove Partners LP | 74,523 | $71.66M | $87.47M | $15.81M | 22.07% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,553 | $4.72M | $5.15M | $431,523.3 | 9.14% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 552 | $561,805.82 | $601,895.29 | $40,089.47 | 7.14% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,472 | $2.52M | $2.7M | $172,821.35 | 6.85% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 748 | $714,669.32 | $877,950.03 | $163,280.71 | 22.85% |
Cody Gehman Stonebridge Financial Group, LLC | 5,184 | $5.28M | $5.65M | $372,823.49 | 7.06% |