| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,712 | $304,471.27 | $394,216.32 | $89,745.05 | 29.48% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,522 | $772,372.8 | $1.09M | $316,361.48 | 40.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,308 | $145,759.13 | $185,984.52 | $40,225.39 | 27.6% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,365 | $1.07M | $1.22M | $142,810 | 13.3% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $11,438 | $14,528 | $3,090 | 27.02% |
Jonathon Gold Gold Investment Management Ltd. | 437 | $50,723 | $62,914.89 | $12,191.89 | 24.04% |
Donald Hatcher Solutions 4 Wealth, Ltd | 3,660 | $402,468.73 | $520,159.2 | $117,690.47 | 29.24% |
PETER KRUSSEL Southland Equity Partners LLC | 3,462 | $317,850.42 | $502,786.26 | $184,935.84 | 58.18% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,101 | $2.04M | $2.47M | $427,580.57 | 20.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 37,835 | $4.04M | $5.36M | $1.32M | 32.81% |
Taylor Wagner Valued Wealth Advisors LLC | 350 | $44,181.25 | $51,278.5 | $7,097.25 | 16.06% |
Mark Heider Peirce Capital Management, LLC | 2,674 | $289,259.93 | $380,068.99 | $90,809.06 | 31.39% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,419 | $474,695.02 | $641,683.03 | $166,988.01 | 35.18% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,423 | $233,483.42 | $342,418.36 | $108,934.94 | 46.66% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,399 | $882,051.57 | $1.21M | $326,312.56 | 36.99% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,956 | $332,256.92 | $428,058.36 | $95,801.44 | 28.83% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,297 | $723,643.49 | $1.05M | $323,804.37 | 44.75% |
Julie Beswick Advantage Trust Co | 1,000 | $103,960 | $143,900 | $39,940 | 38.42% |
Cody Gehman Stonebridge Financial Group, LLC | 2,186 | $288,200.84 | $316,554.66 | $28,353.82 | 9.84% |
Curtis Burkholder Bare Financial Services, Inc | 189 | $18,744.01 | $26,786.97 | $8,042.96 | 42.91% |