| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 37,961 | $4.39M | $4.57M | $179,160.84 | 4.08% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,712 | $304,471.27 | $318,958.32 | $14,487.05 | 4.76% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,522 | $772,372.8 | $906,250.56 | $133,877.76 | 17.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,308 | $145,759.13 | $157,587.84 | $11,828.71 | 8.12% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,215 | $1.06M | $989,743.2 | -$68,416.57 | -6.47% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $11,438 | $12,048 | $610 | 5.33% |
Jonathon Gold Gold Investment Management Ltd. | 437 | $50,723 | $51,024.12 | $301.12 | 0.59% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,358 | $179,256 | $163,611.84 | -$15,644.16 | -8.73% |
Donald Hatcher Solutions 4 Wealth, Ltd | 3,660 | $402,468.73 | $440,956.8 | $38,488.07 | 9.56% |
PETER KRUSSEL Southland Equity Partners LLC | 3,578 | $325,711.74 | $431,077.44 | $105,365.7 | 32.35% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,183 | $2.05M | $2.07M | $21,915.02 | 1.07% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 34,726 | $3.65M | $4.18M | $535,195.9 | 14.67% |
Taylor Wagner Valued Wealth Advisors LLC | 350 | $44,181.25 | $42,168 | -$2,013.25 | -4.56% |
Mark Heider Peirce Capital Management, LLC | 2,674 | $289,259.93 | $322,163.52 | $32,903.59 | 11.38% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,419 | $474,695.02 | $556,440.48 | $81,745.46 | 17.22% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,423 | $233,483.42 | $291,923.04 | $58,439.62 | 25.03% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,399 | $882,051.57 | $1.01M | $129,859.95 | 14.72% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,807 | $316,765.46 | $338,187.36 | $21,421.9 | 6.76% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,297 | $723,643.49 | $879,142.56 | $155,499.07 | 21.49% |
Julie Beswick Advantage Trust Co | 1,000 | $103,960 | $120,480 | $16,520 | 15.89% |