| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 3,239 | $239,927.57 | $292,773.21 | $52,845.64 | 22.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 942 | $97,450.05 | $86,282.49 | -$11,167.56 | -11.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,890 | $562,587.22 | $713,177.1 | $150,589.88 | 26.77% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,215 | $90,483.16 | $111,858.97 | $21,375.81 | 23.62% |
Jeffrey McGrath Cetera Trust Company, N.A | 17,568 | $1.32M | $1.59M | $266,890.02 | 20.2% |
PETER KRUSSEL Southland Equity Partners LLC | 4,680 | $269,442.89 | $423,025.2 | $153,582.31 | 57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,795 | $604,468.63 | $704,590.05 | $100,121.42 | 16.56% |
Darin Sadow Freestone Grove Partners LP | 500,910 | $32.92M | $46.14M | $13.22M | 40.17% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,428 | $251,177 | $212,571.4 | -$38,605.6 | -15.37% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,681 | $278,981.98 | $322,271.55 | $43,289.57 | 15.52% |
Kent Keister Bear Mountain Capital, Inc. | 3 | $226.17 | $262.65 | $36.48 | 16.13% |
Curtis Burkholder Bare Financial Services, Inc | 13 | $1,031.55 | $1,203.54 | $171.99 | 16.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 28 | $2,222.16 | $2,564.52 | $342.36 | 15.41% |
Sam Tedawes Quantessence Capital LLC | 2,200 | $227,590 | $202,576 | -$25,014 | -10.99% |
Joshua Stipcich Tidemark, LLC | 6 | $621 | $549.87 | -$71.13 | -11.45% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,993 | $309,625 | $270,537.27 | -$39,087.73 | -12.62% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,288 | $225,951.11 | $304,353.72 | $78,402.61 | 34.7% |
Wynn Capital LLC Wynn Capital, LLC | 19,841 | $1.53M | $1.84M | $304,890.54 | 19.91% |
Rob Dainard Hara Capital LLC | 14 | $880.32 | $1,265.46 | $385.14 | 43.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 11 | $872.96 | $1,008.59 | $135.63 | 15.54% |