| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 6,102 | $556,189.57 | $606,172.68 | $49,983.11 | 8.99% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 6,570 | $756,020.28 | $652,466.7 | -$103,553.58 | -13.7% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,301 | $841,865.69 | $923,682.31 | $81,816.62 | 9.72% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,547 | $329,044.1 | $352,358.98 | $23,314.88 | 7.09% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,185 | $116,230.04 | $117,741.6 | $1,517.48 | 1.31% |
Jeffrey McGrath Cetera Trust Company, N.A | 14,692 | $1.35M | $1.46M | $112,519.27 | 8.36% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,955 | $178,120.45 | $194,151.05 | $16,030.6 | 9% |
Jonathon Gold Gold Investment Management Ltd. | 308 | $27,809 | $30,587.48 | $2,778.48 | 9.99% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,994 | $246,948.26 | $198,083.96 | -$48,864.3 | -19.79% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 28,083 | $2.28M | $2.79M | $513,647.17 | 22.57% |
| WG William Garver Leibman Financial Services, Inc. | 22,191 | $2.16M | $2.2M | $48,381.29 | 2.24% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,846 | $1.72M | $1.48M | -$240,650.23 | -14.02% |
Taylor Wagner Valued Wealth Advisors LLC | 149 | $14,797.14 | $14,801.66 | $4.52 | 0.03% |
Darin Sadow Freestone Grove Partners LP | 6,042 | $689,049.46 | $600,151.86 | -$88,897.6 | -12.9% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,785 | $895,795.54 | $971,552.65 | $75,757.11 | 8.46% |
Mark Fonville Fonville Wealth Management LLC | 2,222 | $223,271.6 | $220,733.48 | -$2,538.12 | -1.14% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,520 | $275,644.86 | $250,336.8 | -$25,308.06 | -9.18% |
Anthony Blagrove Traveka Wealth, LLC | 1,813 | $214,981.95 | $180,139.68 | -$34,833.2 | -16.2% |
Julie Beswick Advantage Trust Co | 200 | $18,058.08 | $19,862 | $1,803.92 | 9.99% |
Wayne Atkins VCI Wealth Management LLC | 17,175 | $1.96M | $1.71M | -$257,235.51 | -13.1% |