| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,232 | $1.06M | $1.42M | $357,045.87 | 33.73% |
Jeff Ramsey Quotient Wealth Partners, LLC | 501 | $216,806.72 | $317,734.21 | $100,927.49 | 46.55% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 509 | $273,852.09 | $322,807.81 | $48,955.72 | 17.88% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 352 | $251,050 | $226,698.57 | -$24,351.43 | -9.7% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,743 | $919,786.36 | $1.74M | $819,824.27 | 89.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,042 | $250,558.22 | $660,836.41 | $410,278.19 | 163.75% |
Jeffrey McGrath Cetera Trust Company, N.A | 26 | $6,228.71 | $16,584.1 | $10,355.39 | 166.25% |
Jonathon Gold Gold Investment Management Ltd. | 15 | $3,594 | $9,753.75 | $6,159.75 | 171.39% |
PETER KRUSSEL Southland Equity Partners LLC | 413 | $226,407.06 | $261,924.6 | $35,517.54 | 15.69% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,306 | $837,110.36 | $1.46M | $625,354.86 | 74.7% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,428 | $682,213.6 | $905,637.61 | $223,424.01 | 32.75% |
Taylor Wagner Valued Wealth Advisors LLC | 28 | $13,296.61 | $17,757.6 | $4,460.99 | 33.55% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 927 | $291,711.02 | $588,478.14 | $296,767.12 | 101.73% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,039 | $685,521.62 | $1.29M | $607,612.2 | 88.64% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,819 | $601,401.53 | $1.15M | $546,860.43 | 90.93% |
Cody Gehman Stonebridge Financial Group, LLC | 12,020 | $4.15M | $7.62M | $3.47M | 83.5% |
Curtis Burkholder Bare Financial Services, Inc | 24 | $11,752.87 | $15,220.8 | $3,467.93 | 29.51% |
Kevin Stillman Evernest Financial Advisors, LLC | 448 | $229,021.89 | $291,312 | $62,290.11 | 27.2% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $538 | $637.85 | $99.85 | 18.56% |
Joshua Stipcich Tidemark, LLC | 212 | $89,884.58 | $136,534.37 | $46,649.79 | 51.9% |