| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 330 | $17,895.9 | $21,334.5 | $3,438.6 | 19.21% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 344 | $17,258.21 | $22,466.64 | $5,208.43 | 30.18% |
Jonathon Gold Gold Investment Management Ltd. | 12,542 | $644,171.65 | $804,569.3 | $160,397.65 | 24.9% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 40,231 | $2.34M | $2.63M | $285,035.87 | 12.17% |
| WG William Garver Leibman Financial Services, Inc. | 69,007 | $4.18M | $4.51M | $327,934.33 | 7.85% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,917 | $524,214.41 | $647,679.27 | $123,464.86 | 23.55% |
Taylor Wagner Valued Wealth Advisors LLC | 300 | $18,008.13 | $19,593 | $1,584.87 | 8.8% |
Darin Sadow Freestone Grove Partners LP | 84,601 | $5M | $5.4M | $403,156.71 | 8.07% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 21,570 | $1.15M | $1.4M | $252,651.63 | 22.05% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,954 | $343,079 | $388,855.74 | $45,776.74 | 13.34% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,555 | $556,389.34 | $673,725.65 | $117,336.31 | 21.09% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,803 | $171,514.96 | $248,373.93 | $76,858.97 | 44.81% |
Julie Beswick Advantage Trust Co | 1,700 | $87,227.26 | $111,027 | $23,799.74 | 27.28% |
Cody Gehman Stonebridge Financial Group, LLC | 4,350 | $246,080.11 | $284,098.5 | $38,018.39 | 15.45% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $2,643.29 | $3,526.74 | $883.45 | 33.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 59 | $2,660.9 | $3,758.3 | $1,097.4 | 41.24% |
Joshua Stipcich Tidemark, LLC | 1,152 | $52,826.25 | $74,695.68 | $21,869.43 | 41.4% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 19,394 | $1.09M | $1.27M | $172,484.45 | 15.76% |
Jaran Day OPINICUS CAPITAL, INC. | 9,025 | $444,446.82 | $589,422.75 | $144,975.93 | 32.62% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,953 | $213,225.27 | $258,170.43 | $44,945.16 | 21.08% |