| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 3,239 | $239,927.57 | $338,248.77 | $98,321.2 | 40.98% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 953 | $98,588 | $99,521.79 | $933.79 | 0.95% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,107 | $481,583.84 | $742,184.01 | $260,600.17 | 54.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,215 | $90,483.16 | $126,882.45 | $36,399.29 | 40.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 17,693 | $1.33M | $1.85M | $516,728.5 | 38.82% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 975 | $70,010 | $101,819.25 | $31,809.25 | 45.44% |
PETER KRUSSEL Southland Equity Partners LLC | 4,656 | $267,386.14 | $486,226.08 | $218,839.94 | 81.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,795 | $604,468.63 | $814,031.85 | $209,563.22 | 34.67% |
Darin Sadow Freestone Grove Partners LP | 777,702 | $45.34M | $81.22M | $35.87M | 79.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,633 | $274,015.73 | $379,394.19 | $105,378.46 | 38.46% |
Kent Keister Bear Mountain Capital, Inc. | 3 | $226.17 | $313.29 | $87.12 | 38.52% |
Curtis Burkholder Bare Financial Services, Inc | 13 | $1,031.55 | $1,357.59 | $326.04 | 31.61% |
Keisuke Ichihara Rakuten Securities, Inc. | 83 | $5,971.59 | $8,667.69 | $2,696.1 | 45.15% |
Joshua Stipcich Tidemark, LLC | 6 | $621 | $574.08 | -$46.92 | -7.56% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,993 | $309,625 | $312,558.99 | $2,933.99 | 0.95% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,288 | $225,951.11 | $343,365.84 | $117,414.73 | 51.96% |
Wynn Capital LLC Wynn Capital, LLC | 19,856 | $1.53M | $2.07M | $540,785.26 | 35.28% |
Rob Dainard Hara Capital LLC | 14 | $880.32 | $1,462.02 | $581.7 | 66.08% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 11 | $872.96 | $1,148.73 | $275.77 | 31.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 27,185 | $1.98M | $2.84M | $860,023.55 | 43.46% |