| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,559 | $1.67M | $4.53M | $2.86M | 171.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 145 | $61,624.75 | $118,147.45 | $56,522.7 | 91.72% |
Jeffrey McGrath Cetera Trust Company, N.A | 359 | $118,398.13 | $292,516.79 | $174,118.66 | 147.06% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 250 | $77,934.6 | $203,702.5 | $125,767.9 | 161.38% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,722 | $524,440.67 | $1.4M | $878,662.15 | 167.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 518 | $303,247.73 | $422,071.58 | $118,823.85 | 39.18% |
PETER KRUSSEL Southland Equity Partners LLC | 1,068 | $399,683.59 | $870,217.08 | $470,533.49 | 117.73% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 32,765 | $9.16M | $26.7M | $17.53M | 191.38% |
Jon Deven Mouton CAP Partners, LLC | 617 | $187,417.1 | $502,737.77 | $315,320.67 | 168.25% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,186 | $566,857.87 | $966,364.66 | $399,506.79 | 70.48% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 34,662 | $12.87M | $28.24M | $15.37M | 119.42% |
Taylor Wagner Valued Wealth Advisors LLC | 132 | $62,325.68 | $107,554.92 | $45,229.24 | 72.57% |
Steven JE Manders BKM Wealth Management, LLC | 265 | $282,478 | $215,924.65 | -$66,553.35 | -23.56% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 3,067 | $1.02M | $2.5M | $1.47M | 143.94% |
Darin Sadow Freestone Grove Partners LP | 91,164 | $52.23M | $74.28M | $22.06M | 42.23% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 520 | $210,736.63 | $423,701.2 | $212,964.57 | 101.06% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,953 | $3.09M | $8.11M | $5.02M | 162.87% |
Brad Sayre Shared Vision Wealth Group LLC | 241 | $256,263 | $196,369.21 | -$59,893.79 | -23.37% |
Dane Grouell Turning Point Benefit Group, Inc. | 415 | $225,158.74 | $338,146.15 | $112,987.41 | 50.18% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,871 | $2.22M | $3.97M | $1.75M | 78.99% |