| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,379 | $1.33M | $1.86M | $529,834.47 | 39.77% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 456 | $120,381.35 | $161,346.48 | $40,965.13 | 34.03% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,050 | $465,848.8 | $717,807.48 | $251,958.68 | 54.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,711 | $1.11M | $1.3M | $190,396.31 | 17.17% |
Taylor Wagner Valued Wealth Advisors LLC | 117 | $32,507.63 | $41,368.86 | $8,861.23 | 27.26% |
Steven JE Manders BKM Wealth Management, LLC | 4,593 | $1.16M | $1.61M | $450,682.5 | 38.93% |
Darin Sadow Freestone Grove Partners LP | 141,457 | $46.48M | $50.01M | $3.53M | 7.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 29,187 | $6.78M | $10.1M | $3.33M | 49.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,695 | $1.18M | $1.63M | $447,560.94 | 38% |
Anthony Blagrove Traveka Wealth, LLC | 604 | $205,807 | $209,080.64 | $3,273.64 | 1.59% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,177 | $269,247.98 | $412,126.55 | $142,878.57 | 53.07% |
Cody Gehman Stonebridge Financial Group, LLC | 17,379 | $4.89M | $6.02M | $1.12M | 22.95% |
Curtis Burkholder Bare Financial Services, Inc | 82 | $25,627.72 | $28,928.78 | $3,301.06 | 12.88% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,518 | $455,581.25 | $525,470.88 | $69,889.63 | 15.34% |
Joshua Stipcich Tidemark, LLC | 2 | $652 | $705.03 | $53.03 | 8.13% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,815 | $1.59M | $2.39M | $797,114.72 | 50.16% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,050 | $1.39M | $2.09M | $701,759.4 | 50.4% |
Wynn Capital LLC Wynn Capital, LLC | 1,437 | $346,562.31 | $507,074.19 | $160,511.88 | 46.32% |
Rob Dainard Hara Capital LLC | 1,862 | $420,812 | $651,979.28 | $231,167.28 | 54.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 44 | $14,074.1 | $15,516.16 | $1,442.06 | 10.25% |