| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 1,587 | $334,101.6 | $503,015.52 | $168,913.92 | 50.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,470 | $307,335.56 | $451,877.99 | $144,542.43 | 47.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 914 | $188,759.17 | $280,963.59 | $92,204.42 | 48.85% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 182 | $36,509.92 | $55,946.8 | $19,436.88 | 53.24% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,560 | $1.54M | $2.47M | $928,137.4 | 60.18% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $20,371 | $30,740 | $10,369 | 50.9% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,011 | $2.78M | $4M | $1.22M | 44.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,568 | $499,668.84 | $789,403.17 | $289,734.33 | 57.99% |
Taylor Wagner Valued Wealth Advisors LLC | 55 | $13,999.78 | $16,907 | $2,907.22 | 20.77% |
Darin Sadow Freestone Grove Partners LP | 71,083 | $22.26M | $23.79M | $1.53M | 6.87% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,147 | $437,446.85 | $697,946.76 | $260,499.91 | 59.55% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,342 | $1.33M | $1.95M | $620,009.77 | 46.63% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 961 | $238,141.76 | $321,589.05 | $83,447.29 | 35.04% |
Curtis Burkholder Bare Financial Services, Inc | 39 | $9,968.24 | $11,988.6 | $2,020.36 | 20.27% |
Keisuke Ichihara Rakuten Securities, Inc. | 29 | $6,745.69 | $9,476.33 | $2,730.64 | 40.48% |
Joshua Stipcich Tidemark, LLC | 502 | $157,138.38 | $159,876.97 | $2,738.59 | 1.74% |
Wynn Capital LLC Wynn Capital, LLC | 7,102 | $1.45M | $2.18M | $732,119.25 | 50.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 21 | $4,884.81 | $6,455.4 | $1,570.59 | 32.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,551 | $1.04M | $1.49M | $450,715.17 | 43.49% |
Craig Silberg EVERPAR ADVISORS LLC | 735 | $210,812.7 | $225,938.99 | $15,126.29 | 7.18% |